FJ
CFP
FJ
CFP

Freeman Jelks

23 Years of Experience
Alexandria, VA

Freeman Jelks is a CFP-designated registered investment advisor at Fnj 3, LLC, based in Alexandria, VA, with 23 years of industry experience. Freeman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 20 clients with $40M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
20 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$39.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Alexandria, VA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fnj 3, LLC
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Edgemoor Investment Advisors, INC.
September 2006 - March 2009 · 2 yrs 6 mos
Farr Miller & Washington LLC
October 2002 - June 2006 · 3 yrs 8 mos
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Freeman Jelks - Financial Advisor | TrueAdvisor