Jeffrey BourdageCRD Number: 4463320
Current Firm: 1st Global Advisors Inc.
Jeffrey Bourdage (CRD# 4463320) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Eugene, OR and has over 15 years of experience in the finance industry.
Kms Financial Services, Inc.
1st Global Advisors Inc.
Sapient Private Wealth Management, LLC
|1st Global Insurance Services, Inc.||Eugene, OR||Mar 2006 - Current||11|
|1st Global Advisors, Inc.||Eugene, OR||Jan 2002 - Current||15|
|1st Global Capital Corp||Eugene, OR||Oct 2001 - Current||15|
|Jones & Roth||Eugene, OR||Jan 1982 - Current||35|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV