Jeff joined the Scarborough Capital Management team in 2015 and works alongside managing partner Ian Arrowsmith. He currently offers education, financial planning, 401(k) and 403(b) and asset management to help investors build their retirement assets. His goal is to work with clients to help them identify their personal and financial objectives and subsequently develop a blueprint to help implement, monitor, and accomplish those goals. He is a CERTIFIED FINANCIAL PLANNER™ professional.
As a Financial Planner of Scarborough Capital Management, Jeff also is a separately registered representative of, and offers securities through IFG, member FINRA/SIPC. He holds Series 7 and 66 registrations and separately, Life, Health, and Variable Annuity Insurance licenses.
Jeff graduated from Towson University, where he received a Bachelor of Science degree in Business Administration with a concentration in Finance. He also received a Certificate in Financial Planning from Northwestern University.
Jeff currently resides in Severna Park with his wife Alexis, who is a teacher for Anne Arundel County Public Schools, and their 2 children.
Scarborough Capital Management was founded on the belief that everyone deserves access to high quality financial advice.
In the late 1980’s, many financial firms were focused on serving the wealthy. Scarborough set out to provide something different. We wanted to offer a service that was practical for everyone, not just a small percentage of the population. So we introduced 401(k), 403(b) and Thrift Savings Plan management services to American workers in the heartland.
Soon after, we broadened our scope to offer comprehensive financial planning, so we could help clients simplify their entire financial lives.
Our evolution didn’t stop there. Several years later, we saw that our clients were busy and often didn’t have time to drive to our offices for meetings. So we were one of the first firms to offer “virtual” advisory services. This allowed us to begin serving people from coast to coast.
Fast forward to the present day…while we’ve expanded, we’ve remained a close-knit team of professional advisors with a lot of shared history. Everyone on our team shares a passion for providing practical advice so you have the best chance of reaching your goals.
Most importantly, we have adhered to our founding beliefs:
Thirty years later, we now oversee more than $1 billion in assets. We’re incredibly honored to serve as a trusted partner for so many individuals and families.
|Firm Start Year:
|No. of Employees:
|Name of Broker/Dealer:
|Independent Financial Group, LLC
|Name of Custodial Firm:
|Charles Schwab & Co.
|Assets Managed by Firm:
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Scarborough Capital Management ADV 2A
Additional Detailed Disclosures
Securities through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. Advisory services offered through Scarborough Capital Management, a registered investment advisor. IFG and Scarborough Capital Management are unaffiliated entities.
For state licensing information please visit https://scmadvice.com/.
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SCARBOROUGH CAPITAL MANAGEMENT
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