John Friedman is a CFP-designated registered investment advisor at John Friedman Financial, based in San Francisco, CA, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 24 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
John Friedman Financial does not manage investments or charge fees based on the value of your portfolio. John Friedman provides advice on investing, including how to do your own investing using passive investments and how to manage your money manager.
Location
201 Spear Street, 11th Floor, San Francisco, CA, 94105
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
John Friedman Financial
Previous Registrations
Lincoln Financial Advisors Corporation
State Registrations1 state
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.