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Joshua Nmn Freedman

Robertson Stephens

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About Joshua Nmn Freedman

Joshua Freedman is a financial advisor with Robertson Stephens. Joshua has been working in the financial services industry since 1993. Joshua has a Series 6, Series 26 and Series 63 license. Joshua specializes in portfolio management for individuals, financial planning, and pension consulting. Joshua has a strong track record of success in the financial services industry.

Firm Information

Joshua Freedman is currently registered with Robertson Stephens. Robertson Stephens is a wealth management firm located in San Francisco, California. Founded in 2005, the firm manages over $4.9 billion in assets and provides a variety of services, including financial planning, portfolio management, and pension consulting. They serve high-net-worth individuals, corporations, and other entities, including charitable organizations and pension plans.
Robertson Stephens

455 MARKET STREET

SAN FRANCISCO, CA 94105-2442

$4.93B

Assets Under Management

19

Total Clients

52

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Joshua Freedman’s Registration & Firm History

CA

07/31/2024 - Present

Robertson Stephens (SAN FRANCISCO CA)

CO

09/08/1997 - 12/31/2002

BERGER DISTRIBUTORS LLC (DENVER CO)

CO

10/15/1993 - 08/25/1997

JANUS DISTRIBUTORS, INC. (DENVER CO)

FL

05/03/1994 - 03/20/1996

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 05/24/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/27/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/14/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Nmn Freedman.
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