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Jason Phillip Borek

THE Leaders Group, Inc.

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About Jason Phillip Borek

Jason Borek is a financial professional with over 15 years of experience in the financial services industry. He is currently registered with The Leaders Group, Inc. in Jacksonville, FL, where he has been employed since 2009. Jason has a broad range of experience in the industry, having previously worked at NYLIFE Securities LLC in Jacksonville, FL and Pruco Securities, LLC in Newark, NJ. He is also a Series 6, 7, and 66 licensed professional.

Firm Information

Jason Borek is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jason Borek’s Registration & Firm History

FL

02/18/2009 - Present

THE Leaders Group, Inc. (Jacksonville FL)

FL

11/17/2006 - 01/09/2009

NYLIFE SECURITIES LLC (JACKSONVILLE FL)

NJ

04/21/2004 - 07/06/2004

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 12/15/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Phillip Borek.
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