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).
Total Assets Under Management15MILLION
Total Number of Accounts75ACCOUNTS
Average Account Value$200,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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.