Jave
Ragan
Bordeaux Wealth Advisors
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About this Advisor
Jave Ragan is a certified financial planner based in Bellevue, Washington who has 3 years of industry experience. Ragan currently works for Bordeaux Wealth Advisors. Over the course of their career, they have held roles at Wells Fargo Bank and Bordeaux Wealth Advisors. Ragan has a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Washington. Bordeaux Wealth Advisors is a registered investment company that has its headquarters in Menlo Park, CA. The firm has offices in two locations and a total of 31 advisors. It administers $4 billion in assets under management across its 221 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises three charitable organizations. Of its 221 customer accounts, 99% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Bordeaux Wealth Advisors provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fees billed by Bordeaux Wealth Advisors likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bordeaux Wealth Advisors Brokerage Details
$4,006,682,176
31
221
$18,129,784
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jave Ragan Work History
Jave has been registered as a financial advisor for 3 years.*
Bordeaux Wealth Advisors
Wells Fargo Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jave Ragan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bordeaux Wealth Advisors
Menlo Park, CA
Menlo Park, CA
Kirkland, WA
Menlo Park, CA
Bellevue, WA
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
