Jeffrey Bruce Broadhurst

Employer firm

Broadhurst Financial Advisors, Inc. CRD 132332

$128M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → Present
  Broadhurst Financial Advisors, Inc.
  Lansdale, PA
• 10/2005 → 08/2019
  Index Funds Advisors, Inc.
  Lansdale, CA

Previous Registrations

• 2011-11-02 → 2012-04-12
  Three Pillars Wealth Management, Llc
  Swarthmore, PA
• 2005-11-01 → 2007-03-19
  Index Fund Advisors, Inc.
  Irvine, CA
  Lansdale, PA

Other Businesses

Jeffrey B. Broadhurst, is affiliated with Index Funds Advisors, Inc. (IFA) a SEC-Registered Investment Advisor. Broadhurst Financial Advisors may refer Clients to IFA for asset management under a solicitor agreement. Mr. Broadhurst is a solicitor for IFA. Broadhurst spends 5% of his time on IFA matters.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-16
• S63 Uniform Securities Agent State Law Examination
  1999-10-04

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Jeffrey B Broadhurst
• Jeffrey Broadhurst
• Jeffrey B Broadhurst