Jeffrey Brian Doblin

Current Employers

Employment History

• 05/2017 → Present
  Forum Financial Management, Lp
  Lombard, IL
• 01/2017 → 05/2017
  Bourbon Financial Management
  Chicago, IL
• 06/2011 → 12/2016
  Wedbush Futures
  Chicago, IL
• 01/2025 → Present
  Forum Financial Management, Lp
  Lombard, IL

Other Businesses

1) AD Freelance Writing, LLC; Not investment-related; 1307 Maple Avenue, Wilmette, IL 60091; Freelance writing; Member; 10/2022; Less than 5 hours/month devoted; Less than 5 hours during securities trading hours; Organize finances. 2) Ouilmette Foundation; Not investment-related; 1200 Wilmette Avenue, Wilmette, IL 60091; Non-profit foundation; Member; 3/2018; 5 hours/month devoted; 5 hours during securities trading hours; Support Wilmette Park Districts initiatives and fundraising events. 3) Sole Proprietor; Investment-related; 1307 Maple Avenue, Wilmette, IL 60091; Insurance; Insurance agent; 7/2017; Less than 5 hours/month devoted; Less than 5 hours during securities trading hours; Insurance sales. 4) FRM Holding; Not investment-related; 4709 W Golf Road, Suite 1015, Skokie, IL 60076; Office management; Member; 01/2023; Less than 5 hours/month devoted; Less than 5 hours during securities trading hours; Manage office expenses. 5) F.A.M. LLC; Not investment-related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; General Partner to Forum Financial Management, LP; Member; 01/2025; less than 5 hours per month; less than 5 hours during securities trading hours; provide certain management services pursuant to Forum Financial Management, LP as part of a service agreement.

Designations