Jeffrey Owen Borman
Investment adviser representative at Vandalia Wealth
12 yearsExperience
1 stateRegistered in
$249.6MFirm assets
Under 1 yearFirm in business
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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
- Pension consulting
Experience
12 years in the industry.
- Vandalia WealthJul 2026 to now
- Vandalia Wealth Management IncorporatedJun 2026 to now
- Axxcess Wealth Management, LLCDec 2025 to now
- Loc Investment AdvisersNov 2014 to Dec 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (WV).
Vandalia Wealth
Legal name: Vandalia Wealth Management Incorporated
$249.6MAssets managed
469Clients
14Advisers
Under 1 yearIn 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
- 5985262
- Firm CRD
- 340089