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Jeff Scott Staley

FREEDOM FINANCIAL ASSET MANAGEMENT, LLC·SAN MATEO, California
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1875 SOUTH GRANT STREET, SAN MATEO, CA 94402CRD# 2791643Firm CRD# 170229
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FREEDOM FINANCIAL ASSET MANAGEMENT, LLC
FREEDOM FINANCIAL ASSET MANAGEMENT, LLC
AUM
$758M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at FREEDOM FINANCIAL ASSET MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2791643
Firm CRD# 170229
1 disclosure on file
View on FINRA BrokerCheck →

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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.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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