Unclaimed Profile

Jeff Scott Staley

FREEDOM FINANCIAL ASSET MANAGEMENT, LLC·SAN MATEO, California

FREEDOM FINANCIAL ASSET MANAGEMENT, LLC

1875 SOUTH GRANT STREET, SAN MATEO, CA 94402CRD# 2791643Firm CRD# 170229

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeff Scott Staley · SAN MATEO, CA

Registration

CRD #2791643 · FREEDOM FINANCIAL ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Jeff Scott Staley is a registered financial advisor based in SAN MATEO, California, affiliated with FREEDOM FINANCIAL ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Jeff

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeff is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

FREEDOM FINANCIAL ASSET MANAGEMENT, LLC

AUM

$758M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FREEDOM FINANCIAL ASSET MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2791643

Firm CRD# 170229

View on FINRA BrokerCheck →

Looking for a financial advisor in SAN MATEO?

Browse all registered financial advisors in SAN MATEO, California or claim this profile if it's yours.

Browse SAN MATEO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeff Scott Staley offer?

Jeff Scott Staley specializes in Retirement Planning. Contact their office in SAN MATEO, California for a consultation.

What are Jeff Scott Staley's credentials?

Jeff Scott Staley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeff Scott Staley located?

Jeff Scott Staley is based in SAN MATEO, California, working with FREEDOM FINANCIAL ASSET MANAGEMENT, LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.

How does Jeff Scott Staley charge for services?

Jeff Scott Staley's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FREEDOM FINANCIAL ASSET MANAGEMENT, LLC?

FREEDOM FINANCIAL ASSET MANAGEMENT, LLC has approximately 17 employees and manages $758M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →