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Jeffrey Arnold Borenstein

Forum Financial Management, LP

Lombard, IL

Thousand Oaks, CA

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Current Employers
Forum Financial Management, Lp

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-22
  • CA RA
    APPROVED
    Since 2025-07-22

Branch Locations

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States

Thousand Oaks, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lamia Financial Group, Inc. Thousand Oaks CA 07/2008 12/2023
Forum Financial Management, Lp Lombard IL 10/2018 12/2023
Lamia Financial Group, Inc. Thousand Oaks CA 07/2008 04/2019
Forum Financial Management, Lp Lombard IL 01/2024 Present
Previous Registrations
  • 2008-11-13 → 2019-04-02
    Lamia Financial Group, Inc.
    Thousand Oaks, CA
  • 2002-07-29 → 2014-03-07
    Jbb Financial, Llc
    Thousand Oaks, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-07-27
  • S66 Uniform Combined State Law Examination
    1999-07-27

View on SEC IAPD

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