Jonathon Frey (CRD# 6532555) is an Investment Advisor Representative working at Eagle Strategies LLC in Edgerton, WI and has over 7 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Madison, WI | Nov 2020 - Current | 3 |
| Nylife Securities LLC | Madison, WI | Apr 2016 - Current | 8 |
| New York Life | Madison, WI | Jun 2015 - Current | 8 |
| Red Baron | Edgerton, WI | Apr 2015 - Jun 2021 | 6 |
| Trek Bicycle Corporation | Waterloo, WI | Jun 2014 - May 2015 | < 1 |
| Unemployed | Edgerton, WI | Dec 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
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