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Freeman Napier Jelks

FNJ 3, LLC

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About Freeman Napier Jelks

Freeman Napier Jelks is an Investment Advisor Representative associated with FNJ 3, LLC. Freeman has been in the financial services industry since 2006. Freeman has passed the Series 6, Series 63 and Series 65 exams. Freeman specializes in providing financial planning and portfolio management services. FNJ 3, LLC is a Registered Investment Advisor with the state of Virginia. The firm provides financial planning, portfolio management, and pension consulting. The firm works with individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Freeman Jelks is currently registered with FNJ 3, LLC. FNJ 3, LLC is an investment advisor that provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. They manage approximately $36.78 million in assets and have a team of one investment advisor representative.

$36.78M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Freeman Jelks’s Registration & Firm History

VA

03/18/2009 - Present

FNJ 3, LLC (ALEXANDRIA VA)

DC

09/18/2006 - 11/12/2008

VIKING FUND DISTRIBUTORS, LLC (WASHINGTON DC)

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Licenses & Designations

BC

Issued 10/09/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/21/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Freeman Napier Jelks.
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