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RIA / WealthAdvisorChartered Financial Analyst22 years in industry

JACOB MATTHEW BORBIDGE

Advisor at AVIDIAN WEALTH SOLUTIONS

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0f3ffe9a-64a9-2d93-7a24-9bf6693de042

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: May 1, 2004 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Jacob Matthew Borbidge

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AVIDIAN WEALTH SOLUTIONS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Dual registered: no
Other names: JACOB BARBIDGE
IAPD individual key: 4240995

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AVIDIAN WEALTH SOLUTIONS	Independent wealth	Nov 17, 2023	n/a	yes	HOUSTON, TX	Current employment

Relationships

Registered with (1)

→ AVIDIAN WEALTH SOLUTIONSRegistered adviserregistration: current employment
Nov 17, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0f3ffe9a-64a9-2d93-7a24-9bf6693de042
First observed: May 1, 2004
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JACOB MATTHEW BORBIDGE

Advisor at AVIDIAN WEALTH SOLUTIONS

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0f3ffe9a-64a9-2d93-7a24-9bf6693de042

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:27 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

AVIDIAN WEALTH SOLUTIONS

Independent wealth

Nov 17, 2023

n/a

yes

HOUSTON, TX

Current employment