Jay Freeman, financial advisor Kennewick WA

Jay Freeman

CRD Number: 6406327
Current Firm: Edward Jones
Compensation Model: Both

Jay Freeman (CRD# 6406327) is an Investment Advisor Representative working at Edward Jones in Kennewick, WA and has over 20 years experience in the finance industry.

As a former Chief Financial Officer(over 10 years), I've found that I enjoy helping people and businesses with their financial needs and goals.  I take this responsibility serious and feel that it is important that I fully understand the needs of my clients in order to be effective.  As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors and business owners on creating and implementing strategies that work toward their specific goal(s).  I can help you plan for retirement, live in retirement, save for college, manage a business retirement plan or just try to protect the assets you already own.

In order to accomplish any strategy, I begin by listening to understand the needs of the client first before I begin to help establish the strategy necessary to accomplish the financial goals of individuals and/or businesses.  Once we have an understanding of the needs and goals, we develop and implement an effective strategy and then review it periodically to make sure we are taking the necessary steps in order to complete the goals we've setup.

It's important for me to take the time to educate and communicate the strategies and investments we will be using so that you, the client can feel more comfortable with the decisions being made to meet your needs.

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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2014 - Current 5
Unemployed Morton, WA Jul 2014 - Nov 2014 < 1
Alta Forest Products, LLC Morton, WA May 2014 - Jul 2014 < 1
Tmi Forest Products, Inc. Morton, WA Oct 2011 - Apr 2014 2
Hambro Forest Products, Inc. Crescent City, CA Jan 2003 - Sep 2011 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Jay M. Freeman
Phone Number: 314-515-2000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    328,989
    MILLIONS
  • Total Number of Accounts
    3,047,151
    ACCOUNTS
  • Average Account Value
    $107,966
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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