Jayson
Fradenburg
Stephens Consulting, LLC
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About this Advisor
Jayson Fradenburg is a financial advisor operating out of Grosse Pointe, Michigan with 1 year of industry experience. Fradenburg works at Stephens Consulting, LLC. During their career, the advisor has held roles at Stephens Consulting, LLC, Columbia Threadneedle Investments and Goldman Sachs & Co. Fradenburg maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Michigan and Texas. Stephens Consulting, LLC is a registered investment company operating out of Flint, MI. The investment advisory business has offices in eight locations and a total of 26 advisors. It handles $718 million in assets under management between its 2,600 accounts, placing it among the bigger firms in the United States by assets under management. The firm advises six charitable organizations. Of its 2,600 client accounts, 19% belong to high-net-worth investors who have greater than $1 million in assets. Stephens Consulting, LLC offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules depend on the type of services provided. Fee types billed by Stephens Consulting, LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stephens Consulting, LLC Brokerage Details
$717,894,889
26
2,600
$276,113
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jayson Fradenburg Work History
Jayson has been registered as a financial advisor for 1 years.*
Stephens Consulting, LLC
Goldman Sachs & Co
Columbia Threadneedle Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jayson Fradenburg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stephens Consulting, LLC
Flint, MI
Flint, MI
Flint, MI
Grosse Pointe, MI
Flint, MI
Tampa, FL
Charlevoix, MI
Flint, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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