Jonathon Frey in

Jonathon Frey

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Financial Advisor at Eagle Strategies, LLC
📍 Madison, Wisconsin, United States

Jonathon is a financial advisor at Eagle Strategies, LLC, specializing in wealth management, retirement strategies, and estate planning. A graduate of the University of Wisconsin-Madison, he helps clients protect and grow their wealth. He has been recognized by Forbes as a Top Best-in-State Financial Security Professional.

Before his career in finance, Jonathon was immersed in the cycling industry with roles at Trek Bicycle Corporation and Saris Cycling Group. This background points to a strong personal passion for cycling, and he has previously competed in local off-road mountain bike races in Wisconsin.

Jonathon made a significant career transition from being a Regional Manager in the cycling industry to becoming a dedicated financial advisor.

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Experience
19 Years
Current Role
Financial Advisor
Job Level
Junior
Location
Madison, Wisconsin, United States
Personality Overview

How Jonathon shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jonathon cares about

Retirement Planning
He focuses on helping clients navigate financial decisions and avoid common "blind spots" to ensure they are well-prepared for a secure retirement.
Wealth Management
His core practice is centered on providing innovative products and services to help individuals, families, and business owners grow and protect their wealth.
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Career

Work history

11-2020
Financial Advisor
Eagle Strategies, LLC
8-2016
Registered Representative
NYLIFE Securities LLC
7-2015
Agent
New York Life Insurance Company
6-2014 - 5-2015
Inside Sales Representative
Trek Bicycle Corporation
10-2012 - 12-2013
Regional Manager - Northwestern United States
Saris Cycling Group
In the press

Media appearances

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Education
2004 - 2009
Bachelor of Arts (BA)
University of Wisconsin-Madison
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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