About Us

Joby Frey

Financial Consultant
Phone: 319-362-0054
Mobile: 319-213-2691
Fax: 319-364-3669

Joby was born and raised in Cedar Rapids, Iowa, and attended Thomas Jefferson High School. After graduating in the class of 2010, he moved to Iowa City to attend the University of Iowa and complete his undergraduate work. In May 2014, 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.

Joby’s main focus is Risk Management, Wealth Accumulation, and Retirement Planning. He takes pride in  developing strong, lasting client relationships as he continues to grow his financial services practice. His concentration is on creating and implanting objective strategies aimed at helping individuals create and realize their financial goals and dreams.

Joby holds his Iowa Life and Health Insurance Licenses, as well as the Series 7 and Series 66 licenses. He is member of the National Association of Insurance and Financial Advisors (NAIFA) and currently sits on the board of the Eastern Iowa chapter. He is also currently working toward gaining the Financial Services Certified Professional (FSCP) designation.

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

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.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals 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. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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