# JEFFREY OWEN BORMAN

JEFFREY OWEN BORMAN is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with AXXCESS WEALTH MANAGEMENT, LLC, VANDALIA WEALTH MANAGEMENT INCORPORATED.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [VANDALIA WEALTH MANAGEMENT INCORPORATED](https://search.stillhousedata.com/firm/340089) | 2026-07-01 | present | Yes |
| [AXXCESS WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/164081) | 2025-12-17 | present | Yes |
| [LOC INVESTMENT ADVISERS](https://search.stillhousedata.com/firm/105708) | 2014-12-10 | 2025-12-22 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2012-07-06 | 2014-11-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5985262)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5985262.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.