Jason Borman
Jason Borman is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lafayette, CA, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3736 Mount Diablo Blvd, Suite 205, Lafayette, CA, 94549
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is an agent for non-variable life insurance applications with Prudential, spending minimal time on this. He is also an advisor in charge at Borman Investment Management & Planning Group and Borman Wealth Advisors, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Aon Capital Advisors LLC
Aon Securities CorporationBroker
Raymond James Financial Services
State Registrations30 states
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