Jacob Frerichs
CFP®Professional Summary
Jacob Frerichs, CFP® is a registered financial advisor currently at TIMOTHY FINANCIAL COUNSEL, INC. located in Wheaton, Illinois. Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jacob has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Timothy Financial offers hourly
- fee-only financial advice on most areas affecting individuals
- families and small businesses (education
- insurance
- retirement
- estate planning
- investments
- transition). We manage no assets
- but would be happy to assist you with advice related to your investments in an hourly capacity. We require no minimum net worth or income levels. We can advise from the simple to the complex. Everyone is offered a free initial consultation to help you determine whether we can best assist you towards accomplishing your goals in a cost-effective manner. Additional information can be found at WWW.TIMOTHYFINANCIAL.COM.
Specializations
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
TIMOTHY FINANCIAL COUNSEL, INC.
Contact Information
Main Address
104 E. Roosevelt Road Suite 200, Wheaton, IL 60187Phone Number
(630) 681-0700# of Employees
20SEC notice filing (28 States and Territories)
Registered to provide investment advisory services in 28 US states and territories.
Documents
Part 2 Brochures
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
TIMOTHY FINANCIAL COUNSEL, INC.
State Registrations and Notice Filings
(9/10/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jacob Frerichs's CRS (Customer Relationship Summary).
Services Offered by Jacob
- Timothy Financial offers hourly
- fee-only financial advice on most areas affecting individuals
- families and small businesses (education
- insurance
- retirement
- estate planning
- investments
- transition). We manage no assets
- but would be happy to assist you with advice related to your investments in an hourly capacity. We require no minimum net worth or income levels. We can advise from the simple to the complex. Everyone is offered a free initial consultation to help you determine whether we can best assist you towards accomplishing your goals in a cost-effective manner. Additional information can be found at WWW.TIMOTHYFINANCIAL.COM.
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THE DALA GROUP, LLC
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