Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Jacob Wittlin is a financial advisor with over 15 years of experience in the financial services industry. Jonathan has a Series 7, Series 63, and Series 65 license and is a CERTIFIED FINANCIAL PLANNER™. Jonathan is currently registered with Freestone Capital Management, LLC and has previously worked for MML Investors Services, LLC. Freestone Capital Management, LLC offers financial planning, portfolio management, and educational seminars to a variety of clients, including individuals, families, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
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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2
WA
10/06/2023 - Present
Freestone Capital Management, LLC (SEATTLE WA)
CA
11/10/2008 - 05/03/2018
MML INVESTORS SERVICES, LLC (SAN FRANCISCO CA)
BC
Issued 06/02/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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