Joby Frey

FSCP

Joby began his financial service career in May 2014 as a financial consultant with Equitable Advisors. The same month, he completed his undergraduate work at the University of Iowa, where he received his Bachelors of Business Administration (BBA) in Finance and also completed his Risk Management and Insurance certificate from the Emmett J. Vaughan Institute of Risk Management and Insurance. He currently holds his FINRA Series 7, 66, and Life and Health Insurance licenses. He also holds the Financial Services Certified Professional (FSCP) credentials through The American College.

In April 2018, Joby became a partner with Bosch Financial, Inc, joining Gregg Bosch, Chad Bosch and Ryan Bosch at the firm.

Joby's main focus is developing strong, lasting client relationships as he continues to build his career in the financial services industry. His concentration is on creating and implementing objective strategies aimed at helping individuals and their families create and realize their financial goals and dreams. He also often works jointly with other partner's as an added resource for them and their clients.

Joby currently resides in Cedar Rapids. He is involved in several area non-profit organizations. He is also very active as a member of the National Association of Insurance and Financial Advisors (NAIFA) currently serving as the Eastern Iowa Chapter President.

When not in the office, he stays active playing golf, softball, outdoor & indoor volleyball, basketball, and biking. He also enjoys attending local high school and Iowa Hawkeye sporting events as well as spending time with family and friends. Joby is a lifelong Chicago Cubs and Chicago Bears fan!

Bosch Financial Inc. is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.  For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firms Relationship Summary For Retail Investors and General Conflict of Interest Disclosure.

 


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Bosch Financial, Inc. is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 319-362-0054
Fax 319-364-3669