Jeboah Dan Joerg
Investment adviser representative at Stone Temple Partners LLC
11 yearsExperience
2 statesRegistered in
$668.7MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Stone Temple Partners LLCJan 2025 to now
- EasyknockMay 2024 to now
- Homepace IncAug 2020 to May 2024
- Jdj Financial ConsultingSep 2015 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (TN, UT).
Stone Temple Partners LLC
$668.7MAssets managed
12Clients
1Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5370711
- Firm CRD
- 332833