Joby Frey

Joby Frey

Financial Consultant

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.

In April 2018, Joby became a partner with Bosch Financial, Inc, joining Gregg Bosch, Chad Bosch, Ryan Bosch and Nicholas Timm 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 implanting 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 non-profit organizations. 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!

 

 

Joby Frey is a registered representative who offers securities through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC and an agent who offers annuity and insurance products through Equitable Network, LLC (AXA Network Insurance Agency of California, LLC in CA, Equitable Network Insurance Agency of Utah, LLC in UT, Equitable Network of Puerto Rico, Inc. in PR). Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC.  Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.  Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state.  [Bosch Financial, Inc is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.]


Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. 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 and, in Utah, Equitable Network Insurance Agency of Utah, LLC. 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 AXA Advisors, LLC or its affiliates.

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