Jeffrey R. Boron

BLACKRIDGE ASSET MANAGEMENT

Jupiter, FL 33477

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CRD#: 4622550

Professional summary

Jeffrey Robert Boron, who also goes by Jeffrey R Boron, is a registered financial advisor currently at BLACKRIDGE ASSET MANAGEMENT, LLC located in Jupiter, Florida and PEAK BROKERAGE SERVICES, LLC located in Williamsville, New York.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jeffrey has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey R Boron

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.

1)Blackridge Asset Management LLC (RIA) 0% Ownership, Investment Advisor Representative - Term Indefinite 2)Send Your Kids To College - Non Profit college planning organization, serve as President. College planning consulting and forms preparation 10% time spent - Term Indefinite 3)Life Insurance and Fixed Annuity Sales - less than 5% time spent- Term Indefinite 4)AK Jefferson Inc - Real estate rental property / landlord. 0% time spent during trading hours - Term Indefinite 5)Jeffrey R. Boron (Sole Proprietor) Real estate rental property / landlord. 0% time spent during trading hours - Term Indefinite 6) DBA Peak Financial Planning; Financial Planning; Approx. # of hours per month 160; 0 hours outside normal trading hours; not compensation received.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Robert Boron's CRS (Customer Relationship Summary).

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

August 29, 2016 - Present

BLACKRIDGE ASSET MANAGEMENT, LLC

Office #1: 1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477

RIA

CRD#: 277085

Jupiter, FL

Current

November 11, 2015 - Present

PEAK BROKERAGE SERVICES, LLC

Office #1: 5214 Main Street Suite 200, Williamsville, NY 14221

CRD#: 157045

Williamsville, NY

Past

November 19, 2015 - January 25, 2016

BLACKRIDGE ASSET MANAGEMENT, LLC

RIA

CRD#: 277085

WILLIAMSVILLE, NY

Past

September 4, 2013 - November 9, 2015

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

BUFFALO, NY

Past

August 29, 2013 - November 9, 2015

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

BUFFALO, NY

Past

October 14, 2008 - September 9, 2013

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

WILLIAMSVILLE, NY

Past

January 24, 2003 - September 9, 2013

EQUITABLE ADVISORS, LLC

CRD#: 6627

WILLIAMSVILLE, 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".

BLACKRIDGE ASSET MANAGEMENT, LLC

CRD#: 277085 / SEC#: 801-108114

RIA

Registered Investment Advisory firm - (7/8/2016 Approved)

Florida

Registered Investment Advisory firm - (7/13/2016 Terminated)

New York

Registered Investment Advisory firm - (7/13/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(2/11/2016)

New York
(11/11/2015)

IAR

New York
(6/8/2021)

Pennsylvania
(11/11/2015)

South Carolina
(2/28/2019)

IAR

Texas
(8/29/2016)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/31/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/23/2003

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BLACKRIDGE ASSET MANAGEMENT, LLC

CRD#: 277085 / SEC#: 801-108114

RIA

Registered Investment Advisory firm - (7/8/2016 Approved)

Florida

Registered Investment Advisory firm - (7/13/2016 Terminated)

New York

Registered Investment Advisory firm - (7/13/2016 Terminated)

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Contact information

Main Address

1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477

Mailing Address

Phone number

(561) 641-5050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BAM_ADV2A (FINAL 9.29.25) (9/29/2025)

Regulatory assets under management

Total Number of Accounts	826
AUM (Assets Under Management)	$ 196,842,156

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.

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Firm Stability Insights

Jeffrey R. Boron

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Robert Boron's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEAK BROKERAGE SERVICES, LLC

BLACKRIDGE ASSET MANAGEMENT, LLC

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

BLACKRIDGE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/31/2003

SIE

Date: 10/1/2018

Series 7

Date: 1/23/2003

FINRA

Current Firm

BLACKRIDGE ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLACKRIDGE ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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