Jacob Barrett Frey
Investment adviser representative at Stonebridge Financial Group, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Stonebridge Financial Group, LLCFeb 2025 to now
- Private Client ServicesFeb 2025 to now
- The Financial Advisory GroupJan 2021 to Feb 2025
- LPL Financial LLCDec 2020 to Feb 2025
- Citizens BankFeb 2019 to Dec 2020
- PNCJan 2018 to Jan 2019
- The Vanguard Group, Inc.Feb 2014 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (MD, PA).
Stonebridge Financial Group, LLC
$2.3BAssets managed
1,457Clients
25Advisers
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
- 6066525
- Firm CRD
- 327529