JC
CFP
JC
CFP

Jeffrey Michael Cardozo

10 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
2,056 clients
Average Client Portfolio
$681K average
Assets Under Management
$1.4B

Fee Structure

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Location

1906 Towne Centre Blvd, Suite 260, Annapolis, MD, 21401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeffrey works as an agent/representative at Scarborough Capital Management, an SEC registered investment advisor, providing administrative support, taking about half of his time. He is also a co-trustee on an irrevocable trust at Morgan Stanley for his parents, requiring minimal time.

Employment History
Current Registrations
Scarborough Capital Management
August 2018 - Present · 7 yrs 6 mos
Independent Financial Group, LLCBroker
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Sii Investments, INC.
August 2015 - December 2017 · 2 yrs 4 mos
Sii Investments, INC.Broker
June 2015 - December 2017 · 2 yrs 6 mos
State Registrations35 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.