DFX Intelligence

Data Factory

RIA / WealthAdvisor32 years in industry

JEFF MICHAEL BOLLINGER

Advisor at FORTIUS FINANCIAL ADVISORS, LLC

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a1ec5360-6aa8-9403-c30b-3e45ad47c07a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Jul 21, 1999 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Jeff Michael Bollinger

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FORTIUS FINANCIAL ADVISORS, LLC
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 18, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 23derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jan 18, 1994
First registration: Jul 21, 1999
Dual registered: no
IAPD individual key: 2445055

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FORTIUS FINANCIAL ADVISORS, LLC	Former SEC adviser	Aug 27, 2003	n/a	yes	SALT LAKE CITY, UT	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 6, 2002	Jul 3, 2003	no	SALT LAKE CITY, UT	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jul 21, 1999	Nov 22, 2002	no	SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FORTIUS FINANCIAL ADVISORS, LLC	Jul 3, 2003	Aug 27, 2003	55	Firm change	Other
STRATEGIC ADVISERS LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 22, 2002	Dec 6, 2002	14	Firm change	Ibd to wirehouse

Relationships

Registered with (3)

→ FORTIUS FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Aug 27, 2003 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 6, 2002 to Jul 3, 2003factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jul 21, 1999 to Nov 22, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a1ec5360-6aa8-9403-c30b-3e45ad47c07a
First observed: Jul 21, 1999
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JEFF MICHAEL BOLLINGER

Advisor at FORTIUS FINANCIAL ADVISORS, LLC

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a1ec5360-6aa8-9403-c30b-3e45ad47c07a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:01 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

FORTIUS FINANCIAL ADVISORS, LLC

Former SEC adviser

Aug 27, 2003

n/a

yes

SALT LAKE CITY, UT

Current employment

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Dec 6, 2002

Jul 3, 2003

SALT LAKE CITY, UT

Previous registration

STRATEGIC ADVISERS LLC

National bd RIA

Jul 21, 1999

Nov 22, 2002

SALT LAKE CITY, UT

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FORTIUS FINANCIAL ADVISORS, LLC

Jul 3, 2003

Aug 27, 2003

Firm change

Other

STRATEGIC ADVISERS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 22, 2002

Dec 6, 2002

Firm change

Ibd to wirehouse