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Jeffrey Augustine Cfa Cfp

To provide wealth management and integrated financial planning for individuals and families with no...
Needham, Massachusetts, United States

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Work Experience

Augustine Financial Solutions

Principal and Founder

2017-01-01 00:00:00 - Present

Argent Wealth Management

Senior Financial Advisor

2013-06-01 00:00:00 - 2017-01-01 00:00:00

Lift Ministries

Musician

2006-01-01 00:00:00 - 2016-01-01 00:00:00

Standard And Poors

Consultant

2008-01-01 00:00:00 - 2009-01-01 00:00:00

Putnam Investments

Senior Vice President

1998-01-01 00:00:00 - 2005-01-01 00:00:00

Upstream Technologies

Consultant

2004-01-01 00:00:00 - 2005-01-01 00:00:00

Investortools

Senior Vice President, Investment Management Consulting

1995-05-01 00:00:00 - 1997-12-01 00:00:00

Colonial Management Associates

Senior Vice President

1985-01-01 00:00:00 - 1995-01-01 00:00:00

Skills

No Skills Available

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