JF
CFP
JF
CFP

Jacob Barrett Frey

11 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,299 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.8B

Fee Structure

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Location

26A East Roseville Road, Lancaster, PA, 17601

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Jacob is associated with Stonebridge Financial Group LLC as a Registered Investment Advisor, dedicating nearly full-time hours. He also serves as a Director/Board member for the Financial Planning Association of Central PA, spending minimal time on meeting planning.

Employment History
Current Registrations
Stonebridge Financial Group, LLC
March 2025 - Present · 11 mos
Private Client Services, LLCBroker
February 2025 - Present · 1 yr
Previous Registrations
The Financial Advisory Group
August 2023 - February 2025 · 1 yr 6 mos
LPL Financial LLCBroker
December 2020 - March 2025 · 4 yrs 3 mos
LPL Financial LLC
December 2020 - March 2025 · 4 yrs 3 mos
Citizens Investment Services
April 2019 - December 2020 · 1 yr 8 mos
Citizens Securities, INC.Broker
March 2019 - December 2020 · 1 yr 9 mos
PNC InvestmentsBroker
February 2018 - November 2018 · 9 mos
Vanguard Marketing CorporationBroker
March 2014 - January 2018 · 3 yrs 10 mos
State Registrations2 states
MDPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jacob Barrett Frey - Financial Advisor | TrueAdvisor