Jonathan Fredman (CRD# 5589623) is an Investment Advisor Representative working at Mma Securities LLC in Minneapolis, MN and has over 8 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mma Securities LLC | Minneapolis, MN | Oct 2017 - Current | 6 |
| Marsh & Mclennan Agency | Minneapolis, MN | Apr 2017 - Current | 7 |
| Lpl Financial | Minneapolis, MN | Oct 2015 - Oct 2017 | 2 |
| Rjf Financial Services Dba For Lpl Financial Business | Minneapolis, MN | Jul 2008 - Oct 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2016 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- MN
- NE
- ND
- SD
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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