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Jeffrey Michael Cardozo

Investment adviser representative at Scarborough Capital Management
11 yearsExperience
35 statesRegistered in
CFP® certificationDesignation
$1.6BFirm 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Independent Financial Group (ifg)Mar 2019 to now
  2. Scarborough Capital Management, IncMay 2015 to now
  3. Independent Financial Group (ifg)Jan 2017 to Feb 2019
  4. Sii InvestmentsMar 2015 to Dec 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 35 states (AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TX, VA, WA, WI, WV).

Scarborough Capital Management

Legal name: Scarborough Advisors, LLC

$1.6BAssets managed
2,664Clients
15Advisers
12 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
5807786
Firm CRD
169517
Advisor's SEC record (opens in a new tab)
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