JB
ChFC
JB
ChFC
Jeffrey Borland is a ChFC-designated registered investment advisor at The Borland Group, based in Centerville, OH, with 29 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Fixed/Hourly
Firm Size
Not specified
IM Fee
Planning only
Fee Structure
The Borland Group provides ongoing financial planning services that include quarterly investment reviews, year-round income tax planning, and an annual update of your financial plan. They also offer interim reviews as needed. These services are billed hourly.
Hourly Rate:$105 - $365/hr
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Location
7001 Corporate Way, Centerville, OH, 45459-4238
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Regulatory History (8)
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Judgment / Lien
August 2014Judgment / Lien
December 2013Judgment / Lien
May 2008Judgment / Lien
September 2004Regulatory
December 2002Final
Judgment / Lien
August 1997Judgment / Lien
July 1996Judgment / Lien
December 1995Employment History
Previous Registrations
The Borland Group
January 2003 - March 2026 · 23 yrs 2 mos
Exams
No exam information available for this advisor.