Unclaimed Profile

Shirley Jean Borden

SILVER OAK SECURITIES INCORPORATED·JACKSON, Tennessee

SIE, Series 7, Series 24, Series 63, Series 99TOCFPClean record4 years registeredSILVER OAK SECURITIES INCORPORATED

403 N. PARKWAY, JACKSON, TN 38305CRD# 2987609Firm CRD# 46947

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shirley Jean Borden · JACKSON, TN

Registration

CRD #2987609 · SILVER OAK SECURITIES INCORPORATED · 4 years registered

Brand Profile

Not yet started

Career History

SILVER OAK SECURITIES, INC.

Nov 2021 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 99TO

Registration record

First registered · November 24, 2021

Years registered · 4

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SILVER OAK SECURITIES INCORPORATED

CRD 46947 · SEC 801-71178

AUM

$1.5B

Regulatory assets under management

Employees

105

10,311 client accounts

Services offered by SILVER OAK SECURITIES INCORPORATED

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SILVER OAK SECURITIES INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Shirley Jean Borden offer?

Shirley Jean Borden specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JACKSON, Tennessee for a consultation.

What are Shirley Jean Borden's credentials?

Shirley Jean Borden holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Shirley Jean Borden located?

Shirley Jean Borden is based in JACKSON, Tennessee, working with SILVER OAK SECURITIES INCORPORATED. Their office serves clients in the JACKSON metropolitan area and surrounding communities.

How does Shirley Jean Borden charge for services?

Shirley Jean Borden's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SILVER OAK SECURITIES INCORPORATED?

SILVER OAK SECURITIES INCORPORATED has approximately 105 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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