Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Freeman is an investment advisor representative registered with Fisher Investments in PLANO, TX. Jonathan's career in the financial industry spans more than 10 years and includes experience with firms like J.P. Morgan Securities LLC, Inland Securities Corporation, and CION Securities, LLC. Jonathan is a Series 63, Series 65, Series 66, and Series 7 licensed professional and is also registered as an Investment Advisor Representative in Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
05/08/2024 - Present
Fisher Investments (PLANO TX)
TX
10/28/2022 - 03/02/2024
J.P. MORGAN SECURITIES LLC (DALLAS TX)
IL
02/13/2017 - 07/05/2018
INLAND SECURITIES CORPORATION (OAK BROOK IL)
NY
03/18/2016 - 02/02/2017
CION SECURITIES, LLC (NEW YORK NY)
TX
09/02/2011 - 12/08/2015
REALTY CAPITAL SECURITIES, LLC (DALLAS TX)
TX
06/16/2006 - 09/06/2011
BEHRINGER SECURITIES LP (ADDISON TX)
TX
04/26/2004 - 07/24/2006
H.D. VEST INVESTMENT SERVICES (IRVING TX)
IA
Issued 05/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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