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Jacques Elie Boubli

THE PORTFOLIO STRATEGY GROUP, LLC·WHITE PLAINS, New York
Series 7, Series 31, Series 66CFPClean record17 years registeredTHE PORTFOLIO STRATEGY GROUP, LLC
50 MAIN STREET, WHITE PLAINS, NY 10606CRD# 5571421Firm CRD# 166593

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacques Elie Boubli · WHITE PLAINS, NY
Registration
CRD #5571421 · THE PORTFOLIO STRATEGY GROUP, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

THE PORTFOLIO STRATEGY GROUP, LLC
Nov 2022 – present
J.P. MORGAN SECURITIES LLC
Oct 2011 – May 2012
NEW YORK, NY
ALLIANCEBERNSTEIN L.P.
Sep 2008 – Jul 2011
NEW YORK, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 31
Series 66
Registration record
First registered · September 8, 2008
Years registered · 17
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE PORTFOLIO STRATEGY GROUP, LLC
CRD 166593 · SEC 801-77583
AUM
$2.2B
Regulatory assets under management
Employees
14
405 client accounts
Services offered by THE PORTFOLIO STRATEGY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at THE PORTFOLIO STRATEGY GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jacques Elie Boubli offer?
Jacques Elie Boubli specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WHITE PLAINS, New York for a consultation.
What are Jacques Elie Boubli's credentials?
Jacques Elie Boubli holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jacques Elie Boubli located?
Jacques Elie Boubli is based in WHITE PLAINS, New York, working with THE PORTFOLIO STRATEGY GROUP, LLC. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.
How does Jacques Elie Boubli charge for services?
Jacques Elie Boubli's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PORTFOLIO STRATEGY GROUP, LLC?
THE PORTFOLIO STRATEGY GROUP, LLC has approximately 14 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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WHITE PLAINS, NY

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