Jeboah Joerg is a registered investment advisor at Stone Temple Partners LLC, based in Park City, UT. Jeboah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 9 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stone Temple Partners charges a percentage of the value of your investments for managing your portfolio. The percentage decreases as the value of your portfolio increases. Stone Temple generally imposes a minimum annual advisory fee, which may be reduced or waived at Stone Temple’s discretion.
Location
Park City, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jeboah is the chief investment officer of EasyKnock, a residential sale-leaseback platform. He may offer clients advice or products from this activity, which could present a conflict of interest.
Employment History
Current Registrations
Stone Temple Partners LLC
State Registrations1 state
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