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Jeffrey Brent Augustine

Jeffrey B. Augustine

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CRD#: 1090296
Jeffrey Brent Augustine

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Brent Augustine, CFP® was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 2009. Jeffrey had worked at 4 firms .

Biography

Jeffrey B. Augustine, CFA, CFP(R) is active in several professional and service organizations.   He was 2010-2011 Chair of the Private Wealth Management Program sub-committee of the CFA Society Boston, formerly the Boston Security Analysts Society (BSAS).  In June of 2011 Jeff was elected to the CFA Boston Board of Directors and serves as Chair for the 2017 - 2018 fiscal year.  CFA Society Boston is a founding member Society of the CFA Institute.   Jeff is a member of the Alliance of Comprehensive Planners, the only community of fee-only financial planners focused on the holistic planning strategies that create true wealth for advisors and their clients. Jeff also serves on the Board of Trustees for Lasell Village, a Lifecare community on the campus of Lasell College.  Service there includes work on the Investment Committee and the Audit Committee.  Jeff earned his Bachelor of Science degree from Loyola University Chicago where he was also president of the EK chapter of Tau Kappa Epsilon fraternity. Jeff is active in youth and young-adult music ministry at St. Mary's Church in Dedham, MA.  Jeff and his family have made their home in Needham, Massachusetts for more than 20 years.
top-8-questions

Question & Answer

What are your service offerings?
Retirement Planning
Insurance Planning
Tax Planning
Comprehensive Financial Planni...
Estate Planning
Investment Planning
Do you have an area of expertise or specialization?
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
No

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

Certified Financial Planner

Start date: 2009

Experience

Past

July 20, 2017 - December 31, 2023

AUGUSTINE FINANCIAL SOLUTIONS LLC

RIA
CRD#: 288400
NEEDHAM, MA
Past

February 10, 2014 - February 13, 2017

ARGENT WEALTH MANAGEMENT, LLC

RIA
CRD#: 170099
WALTHAM, MA
Past

July 1, 2013 - February 27, 2014

ARGENT WEALTH MANAGEMENT, INC.

RIA
CRD#: 107358
WALTHAM, MA
Past

March 16, 2009 - September 18, 2013

AUGUSTINE FINANCIAL SOLUTIONS LLC

RIA
CRD#: 149333
NEWTON, MA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

AF
AUGUSTINE FINANCIAL SOLUTIONS LLC
AUGUSTINE FINANCIAL SOLUTIONS LLC

CRD#: 288400 / SEC#:

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Contact information

Main Address
Needham, MA
Mailing Address
Phone number
(781) 771-0880
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts34
AUM (Assets Under Management)$ 21,631,876

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.

Company Information

AUGUSTINE FINANCIAL SOLUTIONS LLC

CRD#: 288400

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