Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
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Advisor Information
Office location
602 North Front Street, Wormleysburg, PA, 17043
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is the treasurer for Pennsylvania DeMolay, monitoring their investment account, and spends nearly full-time working for Stonebridge Financial Group. He also sells financial products through Private Client Services, dedicates a few hours per week to Stonebridge HR Solutions, and is a partner in SBFG Partners LLC, which owns a stake in an insurance agency.