J. Freeman & Associates

J. Freeman & Associates (CRD# 144039) is a financial advisory firm headquartered in Greenville, SC. They manage $117,462,656 in 760 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

8 Pelham Road, Greenville, SC 29615

https://www.j-freeman.com

By the Numbers

Total Assets Under Management

117

MILLION
Total Number of Accounts

760

ACCOUNTS
Average Account Value

$154,556

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)
Commissions

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

SC, TX

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 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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