JF
CFP
JF
CFP
Jeffrey Freeman
23 Years of Experience
Rochester, MI
1 DisclosureBrokerSells Insurance
Jeffrey Freeman is a CFP-designated registered investment advisor, based in Rochester, MI, with 23 years of industry experience.
Location
800 W University Dr, Suite A, Rochester, MI, 48307
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2022Denied
Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent selling equity indexed annuities since 2014, dedicating minimal time to this activity. He also owns rental property, prepares tax returns, is involved with a charitable foundation, and is creating a marketing entity for his wealth management business, spending nearly full-time on these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Previous Registrations
Avantax Advisory Services
June 2010 - September 2025 · 15 yrs 3 mos
Avantax Investment Services, INC.Broker
November 2002 - September 2025 · 22 yrs 10 mos
State Registrations21 states
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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.