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Jerod Stephen Frank

Hornor, Townsend & Kent, LLC

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About Jerod Stephen Frank

Jerod Stephen Frank is a registered representative with Hornor, Townsend & Kent, LLC. Jerod Stephen Frank has been in the industry since August 2016 and holds a Series 7 and Series 66 license as well as the SIE. Jerod Stephen Frank is also registered in Arizona, California, Florida, Massachusetts, New York, Ohio, Oklahoma, Texas, and Washington. Jerod Stephen Frank is also a registered investment advisor representative. Jerod Stephen Frank specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Jerod Stephen Frank also works with other business ventures. Jerod Stephen Frank's current firm, Hornor, Townsend & Kent, LLC, is a multi-faceted investment company. Hornor, Townsend & Kent, LLC offers a wide range of services, including financial planning, portfolio management, and pension consulting. Hornor, Townsend & Kent, LLC also has a number of insurance agents and brokers. Hornor, Townsend & Kent, LLC is a reputable firm with a long history of providing excellent service to its clients.

Firm Information

Jerod Frank is currently registered with Hornor, Townsend & Kent, LLC. Hornor, Townsend & Kent, LLC is a Limited Liability Company formed in March 1969, headquartered in Conshohocken, Pennsylvania. The firm provides a range of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. They have over 400 licensed agents and registered representatives serving clients in all 50 states. Their regulatory assets under management are approximately $6.86 billion, primarily derived from high-net-worth individuals, corporations, pension plans, and individuals other than high-net-worth.
Hornor, Townsend & Kent, LLC

161 WASHINGTON STREET

CONSHOHOCKEN, PA 19428

$6.86B

Assets Under Management

Not reported

Total Clients

688

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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other

Trail commissions, distribution assistance fees

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Jerod Frank’s Registration & Firm History

TX

11/09/2016 - Present

Hornor, Townsend & Kent, LLC (ADDISON TX)

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Licenses & Designations

BOTH

Issued 10/27/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jerod Stephen Frank.
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