Jacob Frey is a CFP-designated registered investment advisor at Stonebridge Financial Group, LLC, based in York, PA, with 12 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,457 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees do not exceed 2.00%. Fees are negotiable in individual cases. Accounts with options trading authorized may incur an additional fee ranging from 0.25% to 0.5%.
Fee Estimator
Location
1550 E Market Street, York, PA, 17403
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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.
Learn about disclosures →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
Private Client Services, LLCBroker
Previous Registrations
The Financial Advisory Group
LPL Financial LLCBroker
LPL Financial LLC
Citizens Investment Services
Citizens Securities, INC.Broker
PNC InvestmentsBroker
Vanguard Marketing CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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