JF
ChFC
JF
ChFC
Jason Freeman
28 Years of Experience
Greenville, SC
2 DisclosuresBrokerSells Insurance
Jason Freeman is a ChFC-designated registered investment advisor, based in Greenville, SC, with 28 years of industry experience.
Location
8 Pelham Road, Greenville, SC, 29615
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Regulatory History (2)
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Employment Separation After Allegations
March 2016Customer Dispute
August 2002Denied
Other Business ActivitiesSells Insurance
Jason is a licensed insurance agent and registered representative of DFPG Investments, LLC. He is also the sole producer and CEO of J. Freeman & Associates, Inc., a wealth and risk management firm offering comprehensive insurance products, taking about half of Jason's time.
Employment History
Current Registrations
Dfpg Investments, LLCBroker
May 2019 - Present · 7 yrs
Dfpg Investments, LLC
May 2019 - Present · 7 yrs
J. Freeman & Associates
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
International Assets Investment Management, LLC
March 2019 - May 2019 · 2 mos
International Assets Advisory, LLCBroker
March 2016 - May 2019 · 3 yrs 2 mos
Triad Advisors, INC.
February 2006 - May 2009 · 3 yrs 3 mos
Triad Advisors, INC.Broker
January 2005 - May 2016 · 11 yrs 4 mos
The O.N. Equity Sales CompanyBroker
September 1998 - January 2005 · 6 yrs 4 mos
Pruco Securities CorporationBroker
January 1998 - August 1998 · 7 mos
State Registrations11 states
COFLGAIAINNCNYOHSCTNTX
AdvisorBrokerBoth
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.