Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Yuri Freeman is a financial advisor with Presidio Capital Management, LLC. Jonathan has been in the industry since March 2010 and is registered with the state of California. Jonathan specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Jonathan also provides services for the selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Selection of other advisers
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CA
02/18/2025 - Present
Presidio Capital Management, LLC (SAN DIEGO CA)
IA
Issued 11/27/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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