Jeffrey BorensteinCRD Number: 3181733
Current Firm: Lamia Financial Group, Inc.
Jeffrey Borenstein (CRD# 3181733) is an Investment Advisor Representative working at Lamia Financial Group, Inc. in Thousand Oaks, CA and has over 17 years of experience in the finance industry. Jeffrey Borenstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Fried Asset Management, Inc.
Greyfox Investors LLC
Felicitas Investors LLC
|Lamia Financial Group, LLC||Thousand Oaks, CA||Jul 2008 - Current||8|
|Gold Coast Securities, Inc.||Thousand Oaks, CA||Nov 2001 - Sep 2009||7|
|Jbb Financial, LLC||Thousand Oaks, CA||Jan 2002 - Jan 2009||7|
|Jacobs & Jacobs Accountancy Corp.||Thousand Oaks, CA||Oct 1978 - Jun 2008||29|
|The Body Shop||Thousand Oaks, CA||Dec 1997 - Dec 2007||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 1999|
Total Assets Under Management187MILLIONS
Total Number of Accounts597ACCOUNTS
Average Account Value$312,835
- 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
- Pension consulting services