Jonathan Freehill, financial advisor Mclean VA
90 score

Jonathan Freehill

CRD Number: 6073552
Current Firm: Bogart Wealth, LLC

Jonathan Freehill (CRD# 6073552) is an Investment Advisor Representative working at Bogart Wealth, LLC in Mclean, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bogart Wealth, LLC Mclean, VA Jun 2016 - Current < 1
Rbc Capital Markets, LLC Houston, TX Jun 2013 - Jun 2016 3
Mml Investors Services LLC Houston, TX Jul 2012 - May 2013 < 1
Massmutual Life Insurance Company Houston, TX May 2012 - Jul 2012 < 1
24 Hour Fitness Houston, TX Feb 2009 - Feb 2012 3
P & L Marketing Savannah, GA May 2009 - Dec 2009 < 1
A&r Tree Service Savannah, GA Aug 2006 - May 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Jonathan S. Freehill
Phone Number: (703) 570-8651
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, DC, FL, LA, MA, MT, NC, NH, NJ, NY, SC, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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