Jeffrey Michael Boudjouk

Current Employers

Employment History

• 08/2007 → 05/2018
  Ubs Financial Services
  Providence, RI
• 05/2018 → Present
  Kestra Investment Services
  Cranston, RI
• 05/2018 → Present
  Kestra Private Wealth Services
  Cranston, RI

Previous Registrations

• 2007-08-03 → 2017-12-22
  Ubs Financial Services Inc.
  Providence, RI
• 2007-04-02 → 2007-08-06
  Morgan Stanley & Co. Llc
  Providence, RI
• 2000-08-11 → 2007-04-02
  Morgan Stanley Dw Inc.
  Providence, RI
  Providence, RI

Other Businesses

Business Name: Northeast Investment Group Investment Related: Yes Address: 1000 Chapel View Blvd., Suite #200 Cranston RI 02920 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Partner Start Date: 5/23/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Provide financial advice and planning Business Name: St. Basil's Melkite Catholic Church Investment Related: No Address: 15 Skyview Drive Lincoln RI 02865 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: parish council secretary Start Date: 1/1/2005 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: attend quarterly meetings, assist in decision making Business Name: Notary Public Investment Related: No Address: NA NA OT - OtherNA 00000 Nature of Business: Other Other/None of the Above Notarize documents Position, Title or Relationship: Notary Public Start Date: 1/1/2011 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Notarize documents Business Name: Northeast Investment Group LLC Investment Related: Yes Address: 1000 Chapel View Blvd., Suite 200 Cranston RI 02920 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Member Start Date: 5/29/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Service and advise clients Business Name: JMB 052318 LLC Investment Related: No Address: 11 Victoria Drive Smithfield RI 02917 Nature of Business: Other Other/None of the Above No activities, essential just income passing through Position, Title or Relationship: member Start Date: 5/25/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: transfer income into and out of as necessary Business Name: Northeast Investment Group Investment Related: Yes Address: 1000 Chapel View Blvd., Suite 200 Cranston RI 02920 Nature of Business: Consulting Position, Title or Relationship: I will hold the CDFA designation Start Date: 3/25/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Meet with individuals and their attorneys/advisors, review financial assets and help determine a financially equitable outcome Business Name: Paul G. Farley III Memorial Fund Investment Related: No Address: 11 Victoria Dr Smithfield RI 02917 Nature of Business: Other Bank or Credit Union Position, Title or Relationship: Chairperson/Leader Start Date: 6/7/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I would need to open a checking account at a local bank as well as assist in organizing fundraising activities. Account would be used to receive deposits then pay bills and distribute proceeds to charities. Non-investment related. Business Name: HORIZON INVESTMENTS ADVISOR BOARD POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/12/2023 ADDRESS: 6210 Ardrey Kel Road, Suite 300, Charlotte NC 28277 DESCRIPTION: I am to provide candid feedback on upcomin initiatives that Horizon is rolling out to firms that it serves.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-14
• S63 Uniform Securities Agent State Law Examination
  1998-07-31

Other Names

• Jeffrey Michael Boudjouk
• Jeffrey M Boudjouk