John
Borum

First Republic Investment Management, Inc

CRD#6261290
Investment Advisor
in New York, NY

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About this Advisor

John Borum is a certified financial planner who works in New York, New York, with a total of 4 years of relevant experience. Borum works at First Republic Investment Management, Inc. Their career trajectory has included roles at Securian Financial Services Inc, Minnesota Life, Virginia Asset Management, Old Dominion University, Sunsations Inc, Suntrust Investment Services, Inc, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, First Republic Securities Company, LLC and First Republic Investment Management, Inc. Borum maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Connecticut and New York. First Republic Investment Management, Inc is a firm that has its headquarters in San Francisco, CA. The firm has offices in 37 locations and a total of 1,165 advisors. It has $140 billion in total assets across its 84,774 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 393 charities and foundations. Of its 84,774 accounts, 43% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees vary depending on the financial services provided. Fee types charged by First Republic Investment Management, Inc most likely are comprised of any blend of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

410 10Th Ave
New York, NY 10001

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First Republic Investment Management, Inc Brokerage Details

Total Assets Under Management

$139,511,326,231

NY Average: $7,578,581,321
Total Number of Employees

1,165

NY Average: 43
Total Number of Accounts

84,774

NY Average: 3,727
Average Account Size

$1,645,685

NY Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

John Borum Work History

John has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

First Republic Securities Company, LLC

2019 - Present (5 years)

First Republic Investment Management, Inc

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 year)

Wells Fargo Advisors LLC

2014 - 2015 (1 year)

Suntrust Investment Services, Inc

2013 - 2014 (1 year)

Securian Financial Services Inc

2013 - 2014 (1 year)

Minnesota Life

2013 - 2014 (1 year)

Virginia Asset Management

2009 - 2013 (4 years)

Sunsations Inc

2008 - 2013 (5 years)

Old Dominion University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Borum to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Republic Investment Management, Inc

Sean Oliveira
Boston, MA
Alec Feinstein
Los Angeles, CA
Lewis Mai
New York, NY
Mark Beatini
New York, NY
John Garofalo
Los Angeles, CA
Mark Palmer
San Francisco, CA
Tracey Graziosa
New York, NY
Leland Mindnich
Wellesley Hills, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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