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Jeffrey Scott Friedstein

THE Caprock Group, LLC

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About Jeffrey Scott Friedstein

Jeffrey Scott Friedstein is an investment advisor representative at The Caprock Group, LLC. Jeffrey has been in the industry since 1994 and has experience at several firms, including Goldman Sachs & Co. LLC and Morgan Stanley & Co., Incorporated. Jeffrey is registered with the state of Illinois and has Series 3, 7, 63, and 65 licenses. Jeffrey specializes in wealth management, financial planning, and portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Jeffrey Friedstein is currently registered with THE Caprock Group, LLC. THE Caprock Group, LLC is a wealth management and consulting firm based in Boise, ID. They provide financial planning, selection of other advisers, and portfolio management services to individuals, businesses, and charitable organizations. The firm manages approximately $9.36 billion in assets.
THE Caprock Group, LLC

800 WEST MAIN STREET

BOISE, ID 83702

$9.36B

Assets Under Management

386

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wealth management & consulting

Wealth management & consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Friedstein’s Registration & Firm History

IL

04/16/2024 - Present

THE Caprock Group, LLC (Chicago IL)

NY

01/01/1998 - 05/26/2017

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

NY

04/30/1994 - 12/19/1997

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/01/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/27/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/26/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/1996

Series 3 - National Commodity Futures Examination

BC

Issued 04/13/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jeffrey Scott Friedstein. Review regulatory record here.
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