Jeffrey Brian Doblin
Investment adviser representative at Forum Financial Management, LP
15 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$8.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Forum Financial Management, LPMay 2017 to now
- Bourbon Financial ManagementJan 2017 to May 2017
- Wedbush FuturesJun 2011 to Dec 2016
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Forum Financial Management, LP
$8.7BAssets managed
5,841Clients
112Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4636531
- Firm CRD
- 145706