Samuel Frogg
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Work history
Edward Jones
2016 - Present (10 years)
Signature Rehab
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Karl F
Series 66
Oak Ridge, TN
Edward Jones
Jennifer L
Series 66
Lenoir City, TN
Edward Jones
Deric R
Series 66
Kingston, TN
Edward Jones
Ben C
CFP®, Series 66
Loudon, TN
Edward Jones
Robert S
Series 66
Oak Ridge, TN
Fidelity
Bobby Sass is Vice President and Financial Consultant at Fidelity Investments, where he has served since 2014. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2013 to 2014 and as a Financial Advisor at Edward Jones from 2007 to 2013. In his current position, Bobby and his team assist clients in making informed decisions regarding their wealth by guiding them through the financial planning process. He holds a California Insurance License. Outside of his professional work, Bobby has personal interests in food and traveling.
David L
CFP®, ChFC®, Series 63, Series 65
Lenoir City, TN
DMK Advisor Group, Inc.
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