Jason Frey, financial advisor Palm Beach Gardens FL
89 score

Jason Frey

CRD Number: 6213877
Current Firm: Money Concepts Advisory Service

Jason Frey (CRD# 6213877) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Corp Palm Beach Gardens, FL Jul 2013 - Current 3
Curves-frey Fitness Inc. Batesville, IN Nov 2005 - Dec 2015 10
Trilogy Health Services Lls Louisville, KY Aug 2011 - Nov 2015 4
Armstrong Nutrition Management Kittanning, PA Aug 2009 - Jul 2011 1
Medical Nutrition Therapists Fort Wayne, IN Mar 2008 - Jul 2009 1
Indiana Department Natural Resources Jasper, IN Jun 2002 - Aug 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Jason A. Frey
Phone Number: 561-472-2000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,181
    MILLIONS
  • Total Number of Accounts
    10,305
    ACCOUNTS
  • Average Account Value
    $114,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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