Jerrold Borrowman, financial advisor Salt Lake City UT
96 score

Jerrold Borrowman

CRD Number: 1178179
Current Firm: Hornor, Townsend & Kent, Inc.

Jerrold Borrowman (CRD# 1178179) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Salt Lake City, UT and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Hornor Townsend & Kent Inc. Horsham, PA Nov 2010 - Current 6
Penn Mutual Life Ins Co Horsham, PA Nov 2010 - Current 6
Mml Investor Services Inc. Salt Lake City, UT Jan 2010 - Oct 2010 < 1
Massmutual Life Insurance Company Salt Lake City, UT Oct 2009 - Oct 2010 1
Beneficial Investment Services, Inc. Salt Lake City, UT Sep 2007 - Oct 2009 2
Allegis Advisors, Inc. Salt Lake City, UT Jan 2005 - Oct 2009 4
Equity Services Inc. Montpelier, VT Apr 2002 - Oct 2009 7
Beneficial Financial Group Salt Lake City, UT Mar 2002 - Oct 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Jul 1992
Contact Info for Jerrold J. Borrowman
Phone Number: 215-957-7300
Firm Website: http://www.htk.com
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    1,000
    MILLIONS
  • Total Number of Accounts
    3,542
    ACCOUNTS
  • Average Account Value
    $282,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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