Jonathan FreehillCRD 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 5 years of experience in the finance industry.
David Wealth Management, LLC
Palatine Advisors, Inc.
Commonwealth Financial Network
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, DC, FL, LA, MA, MT, NC, NH, NJ, NY, SC, TX, VA
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