Joby Frey, financial advisor Cedar Rapids IA
88 score

Joby Frey

CRD Number: 6318695
Current Firm: Axa Advisors, LLC

Joby Frey (CRD# 6318695) is an Investment Advisor Representative working at Axa Advisors, LLC in Cedar Rapids, IA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY Jun 2014 - Current 2
Surroundings Interior Design Iowa City, IA Mar 2012 - May 2014 2
University Of Iowa Iowa City, IA Jul 2010 - Apr 2014 3
Elmcrest Country Club Cedar Rapids, IA Aug 2008 - Aug 2010 2
Jefferson High School Cedar Rapids, IA Jul 2006 - May 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Joby P. Frey
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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