JF
CFA · CFP
JF
CFA · CFP

Jonathan Scott Freeman

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

602 North Front Street, Wormleysburg, PA, 17043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jonathan is involved in several outside business activities, including serving on the boards or committees of various non-profit organizations, owning rental property, and owning 40% of Stonebridge, which engages in insurance activities and mortgage referrals. He also assigns insurance revenues to Freeman Holdings, Inc. and works through several insurance companies for various insurance products.

Employment History
Current Registrations
Private Client Services, LLCBroker
April 2024 - Present · 1 yr 10 mos
Stonebridge Financial Group, LLC
February 2024 - Present · 2 yrs
Previous Registrations
Triad Advisors LLCBroker
October 2018 - April 2024 · 5 yrs 6 mos
Triad Hybrid Solutions
October 2018 - February 2024 · 5 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2013 - November 2018 · 5 yrs 8 mos
Wells Fargo Advisors Financial Network, LLC
March 2013 - November 2018 · 5 yrs 8 mos
Wells Fargo Advisors, LLC
May 2009 - March 2013 · 3 yrs 10 mos
Wells Fargo Advisors, LLCBroker
July 2003 - March 2013 · 9 yrs 8 mos
Prudential Securities IncorporatedBroker
January 2002 - July 2003 · 1 yr 6 mos
Prudential Investment Management Services LLCBroker
March 2001 - January 2002 · 10 mos
Gary Goldberg & CO., INC.Broker
September 1998 - February 2001 · 2 yrs 5 mos
National Financial Services CorporationBroker
August 1997 - August 1998 · 1 yr
State Registrations14 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jonathan Scott Freeman - Financial Advisor | TrueAdvisor