Jeffrey C. Borland

THE BORLAND GROUP

Centerville, OH 45459

Some features on this profile are disabled

CRD#: 1004997

Professional summary

Jeffrey Charles Borland, ChFC®, CLU®, who also goes by Jeff Borland, is a registered financial advisor currently at THE BORLAND GROUP located in Centerville, Ohio.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Jeffrey has worked at 5 firms and has passed the Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Borland

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Charles Borland's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

January 14, 2003 - Present

THE BORLAND GROUP

Office #1: 7001 Corporate Way, Centerville, OH 45459

RIA

CRD#: 121894

Centerville, OH

Past

November 26, 1984 - December 4, 1987

MUTUAL SERVICE CORPORATION

CRD#: 4806

Past

June 18, 1984 - November 26, 1984

FIRST SECURITIES CORPORATION OF COLUMBUS

CRD#: 7923

Past

November 8, 1982 - June 3, 1983

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

CRD#: 5774

Past

September 14, 1981 - July 23, 1984

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(1/14/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 22

Date: 6/15/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 9/9/1981

Investment Company Products/Variable Contracts Representative Examination

Current Firm

THE BORLAND GROUP

EDUCO, INC. | THE BORLAND GROUP

CRD#: 121894 / SEC#:

North Carolina

Registered Investment Advisory firm - (1/20/2006 Approved)

Ohio

Registered Investment Advisory firm - (1/13/2003 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7001 Corporate Way, Centerville, OH 45459

Mailing Address

Phone number

(937) 434-7736

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Douglas Kinsey

ARTIFEX FINANCIAL GROUP, LLC

IAR

Oakwood, OH

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffrey C. Borland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Charles Borland's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE BORLAND GROUP

MUTUAL SERVICE CORPORATION

FIRST SECURITIES CORPORATION OF COLUMBUS

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 22

Date: 6/15/1984

Series 6

Date: 9/9/1981

Current Firm

THE BORLAND GROUP

Contact information

Documents

Red Flags

Company Information

THE BORLAND GROUP

TRUST BUT VERIFY

Similar Advisors