Jason Freeman
Jason Freeman is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 33 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1800 N Military Trail, Suite 210 2nd Floor, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (6)
Customer Dispute
September 2024Customer Dispute
August 2021Customer Dispute
October 2017Customer Dispute
September 2012Customer Dispute
November 2009Customer Dispute
August 2007Other Business Activities
Jason has 100% ownership in Mamibro, Inc., a holding company for Finet Practice, and 50% ownership in Berstein Freeman Wealth Partners, LLC, also Finet Practice. He spends a few hours per week on each of these investment-related activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Citigroup Global Markets INC.
Salomon Brothers INC.Broker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations31 states
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
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