JB

Justin B. Borus

IBEX INVESTORS
DENVER, CO 80209
Some features on this profile are disabled
CRD#: 3214321
JB

Professional summary


Justin Bradley Borus, who also goes by Justin Borus, is a registered financial advisor currently at IBEX INVESTORS LLC located in Denver, Colorado.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Justin has worked at 2 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Justin Borus

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.

CRS (Client Relationship Summary) - RIA


Click below to view Justin Bradley Borus'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®
None

Experience


Current

April 1, 2004 - Present

IBEX INVESTORS LLC

Office #1: 101 S Madison St, Denver, CO 80209
RIA
CRD#: 126496
DENVER, CO
Past

June 23, 1999 - May 29, 2002

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
II
IBEX INVESTORS LLC
IBEX INVESTORS LLC | LAZARUS MANAGEMENT COMPANY LLC

CRD#: 126496 / SEC#: 801-108035

RIA
Registered Investment Advisory firm - (7/12/2016 Approved)
Colorado
Registered Investment Advisory firm - (8/23/2016 Terminated)

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
Colorado
(4/1/2004)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/31/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


II
IBEX INVESTORS LLC
IBEX INVESTORS LLC | LAZARUS MANAGEMENT COMPANY LLC

CRD#: 126496 / SEC#: 801-108035

RIA
Registered Investment Advisory firm - (7/12/2016 Approved)
Colorado
Registered Investment Advisory firm - (8/23/2016 Terminated)
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Contact information


Main Address
250 Fillmore Street Suite 150, Denver, CO 80206
Mailing Address
201 Columbine St Ste150 #6916, Denver, CO 80206
Phone number
(303) 500-8821
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (1 States and Territories)


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Regulatory assets under management


Total Number of Accounts31
AUM (Assets Under Management)$ 926,834,690

Red Flags


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

Company Information


IBEX INVESTORS LLC

CRD#: 126496Denver, CO 80209

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