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Jolynn Hudson Free

CFM Wealth Partners LLC

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About Jolynn Hudson Free

Jolynn Hudson Free is a registered investment advisor representative with CFM Wealth Partners LLC. Jolynn has over 30 years of experience in the financial services industry. Jolynn specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients.

Firm Information

Jolynn Free is currently registered with CFM Wealth Partners LLC. CFM Wealth Partners LLC is a registered investment advisor based in Austin, Texas. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. CFM Wealth Partners LLC has approximately $760,860,746 in regulatory assets under management.
CFM Wealth Partners LLC

3500 JEFFERSON STREET

AUSTIN, TX 78731

$760.86M

Assets Under Management

Not reported

Total Clients

3

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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Jolynn Free’s Registration & Firm History

TX

09/27/2019 - Present

CFM Wealth Partners LLC (AUSTIN TX)

TX

11/12/2012 - 10/01/2019

STEPHENS (AUSTIN TX)

TX

03/02/1998 - 12/10/2012

RBC CAPITAL MARKETS, LLC (AUSTIN TX)

NA

01/02/1998 - 03/02/1998

DAIN RAUSCHER INCORPORATED

TX

10/23/1989 - 01/02/1998

RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)

NY

08/02/1984 - 10/26/1989

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

NA

02/24/1983 - 07/27/1984

ROTAN MOSLE INC.

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Licenses & Designations

IA

Issued 06/16/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/01/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 02/19/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jolynn Hudson Free. Review regulatory record here.
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