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Jeffrey Boron

Blackridge Asset Management, LLC
23 Years of Experience
Jupiter, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Boron is a registered investment advisor at Blackridge Asset Management, LLC, based in Jupiter, FL, with 23 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,433 clients with $220M in assets under management.

Blackridge Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$89K average
Assets Under Management
$216.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.25% to 2.50% annually depending on the program, services provided, account size, and negotiation with your representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1070 E. Indiantown Road, Suite 208-210, Jupiter, FL, 33477

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 2013
Customer Dispute
January 2010
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is an Investment Advisor Representative at Blackridge Asset Management LLC and serves as President of Send Your Kids To College, a non-profit. He also sells life insurance and fixed annuities, owns rental properties, and spends minimal time on these activities.

Employment History
Current Registrations
Blackridge Asset Management, LLC
August 2016 - Present · 10 yrs 2 mos
Peak Brokerage Services, LLCBroker
November 2015 - Present · 10 yrs 11 mos
Previous Registrations
Blackridge Asset Management, LLC
November 2015 - January 2016 · 2 mos
Next Financial Group, INC.
September 2013 - November 2015 · 2 yrs 2 mos
Next Financial Group, INC.Broker
August 2013 - November 2015 · 2 yrs 3 mos
AXA Advisors, LLC
October 2008 - September 2013 · 4 yrs 11 mos
AXA Advisors, LLCBroker
January 2003 - September 2013 · 10 yrs 8 mos
State Registrations6 states
COFLNYPASCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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