Jeffrey Freeberg (CRD# 7285094) is an Investment Advisor Representative working at Midwest Capital Advisors, LLC in Grand Rapids, MI and has over 3 years of experience in the finance industry. Jeffrey Freeberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Midwest Capital Advisors, LLC | Grand Rapids, MI | Jul 2021 - Current | 2 |
| Sagepoint Financial, Inc. | Grand Rapids, MI | Dec 2020 - Jun 2021 | < 1 |
| Peacehaven Advisory Group | Grand Rapids, MI | Aug 2020 - Jun 2021 | < 1 |
| Action Institute | Grand Rapids, MI | Apr 2019 - Aug 2020 | 1 |
| Gallo Sales Company | Hayward, CA | Jul 2018 - Apr 2019 | < 1 |
| Hillsdale College | Hillsdale, MI | Aug 2014 - Jul 2018 | 3 |
| Windsor High School | Windsor, CA | Aug 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2021 |
- MI
-
Total Assets Under Management947MILLIONS
-
Total Number of Accounts891ACCOUNTS
-
Average Account Value$1,063,192
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
IL, MI
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