J. Freeman & Associates

J. Freeman & Associates (CRD# 144039) is a financial advisory firm headquartered in Greenville, SC. They manage $15,000,000 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.


Financial Advisors at J. Freeman & Associates
Showing 1 - 1 of 1 top financial advisors.
Jason H. Freeman
CRD#: 2995587
8 Pelham Road, Greenville, SC 29615

Jason Freeman (CRD# 2995587) is an Investment Advisor Representative working at J. Freeman & Associates in Greenville, SC and has over 18 years of experience in the finance industry.

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