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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Borrowman is a financial advisor with Hornor, Townsend & Kent, LLC in Horsham, PA. Jeffrey has over 16 years of experience in the financial services industry. Jeffrey has passed the Series 7 and Series 66 exams and holds state securities licenses in Pennsylvania. Jeffrey has specialized in providing financial advice to high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans. Jeffrey has previously held positions with U.S. BANCORP INVESTMENTS, INC., WELLS FARGO ADVISORS, LLC and WELLS FARGO INVESTMENTS, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
PA
06/16/2020 - Present
Hornor, Townsend & Kent, LLC (HORSHAM PA)
ID
11/30/2011 - 12/19/2014
U.S. BANCORP INVESTMENTS, INC. (BOISE ID)
ID
01/03/2011 - 12/02/2011
WELLS FARGO ADVISORS, LLC (WEISER ID)
ID
04/10/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (NAMPA ID)
CA
07/28/2004 - 08/30/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 10/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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