Jeffrey Brent Augustine
CFP®Professional Summary
Jeffrey Brent Augustine, CFP® was a registered financial advisor. Jeffrey was a previously registered financial professional and started their career in finance 2009 - 2023. Jeffrey had worked at 4 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Risk Management & Insurance
- Tax Planning
- Financial Planning
- Estate & Legacy Planning
- Investment Management
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
AUGUSTINE FINANCIAL SOLUTIONS LLC
Contact Information
Main Address
Needham, MAPhone Number
(781) 771-0880# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
34AUM (Assets Under Management)
$21,631,876Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Jeffrey
- Retirement Planning
- Risk Management & Insurance
- Tax Planning
- Financial Planning
- Estate & Legacy Planning
- Investment Management
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