Jerrold BorrowmanCRD 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 33 years of experience in the finance industry.
Uma Financial Services Inc.
|Hornor Townsend & Kent Inc.||Horsham, PA||Nov 2010 - Current||7|
|Penn Mutual Life Ins Co||Horsham, PA||Nov 2010 - Current||7|
|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|
Total Assets Under Management1,216MILLIONS
Total Number of Accounts4,093ACCOUNTS
Average Account Value$297,128
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, VT, WA, WI, WV
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