Jolynn H. Free

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CRD#: 1098043

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jolynn Hudson Free, who also goes by Jolynn Hoffman Free, Jolynn Hudson Hoffman, was a registered financial professional .

Jolynn is a previously registered financial professional and started their career in finance in 1983. Jolynn had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jolynn Hoffman Free | Jolynn Hudson Hoffman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) REAL ESTATE - 611 PARK BLVD, AUSTIN, TX - INVESTMENT RELATED - CO/OWNER - RENTAL PROPERTY - 10/05 - 0 HOURS DEVOTED TO THE OTHER BUSINESS - 0 HOURS DEVOTED DURING SECURITIES TRADING HOURS; 2) HEADLINERS CLUB - 221 W 6TH ST, AUSTIN, TX - NOT INVESTMENT RELATED - BOARD MEMBER/INVESTMENT COMMITTEE MEMBER - PRIVATE DINING CLUB - 2/2016 - 2 HOURS MONTHLY DEVOTED TO THE OTHER BUSINESS - 2 HOURS MONTHLY DEVOTED TO THE OTHER BUSINESS DURING LUNCH HOURS; 3) ST STEPHENS EPISCOPAL SCHOOL - 6500 ST STEPHENS DR, AUSTIN, TX - NOT INVESTMENT RELATED - MEMBER OF THE ENDOWMENT BOARD - PRIVATE SCHOOL - AUGUST 2019 - 1 TO 2 HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS - MINIMAL TIME DEVOTED DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

September 27, 2019 - January 29, 2025

CFM WEALTH PARTNERS LLC

RIA

CRD#: 305135

AUSTIN, TX

Past

November 12, 2012 - October 1, 2019

STEPHENS

RIA

CRD#: 3496

AUSTIN, TX

Past

November 12, 2012 - October 1, 2019

STEPHENS

CRD#: 3496

AUSTIN, TX

Past

March 2, 1998 - December 10, 2012

RBC CAPITAL MARKETS, LLC

CRD#: 31194

AUSTIN, TX

Past

January 2, 1998 - December 10, 2012

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

AUSTIN, TX

Past

January 2, 1998 - March 2, 1998

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Past

October 23, 1989 - January 2, 1998

RAUSCHER PIERCE REFSNES, INC.

CRD#: 6663

DALLAS, TX

Past

August 2, 1984 - October 26, 1989

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

NEW YORK, NY

Past

February 24, 1983 - July 27, 1984

ROTAN MOSLE INC.

CRD#: 727

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CFM WEALTH PARTNERS LLC

CFM WEALTH PARTNERS | CFM WEALTH PARTNERS LLC

CRD#: 305135 / SEC#: 801-117390

RIA

Registered Investment Advisory firm - (9/24/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/16/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/1/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/10/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/19/1983

General Securities Representative Examination

Current Firm

CFM WEALTH PARTNERS LLC

CFM WEALTH PARTNERS | CFM WEALTH PARTNERS LLC

CRD#: 305135 / SEC#: 801-117390

RIA

Registered Investment Advisory firm - (9/24/2019 Approved)

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Contact information

Main Address

3500 Jefferson Street Suite 315, Austin, TX 78731

Mailing Address

Phone number

(512) 366-3925

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CFM DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (6/2/2025)

Regulatory assets under management

Total Number of Accounts	656
AUM (Assets Under Management)	$ 760,860,746

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jolynn H. Free

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

STEPHENS

STEPHENS

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

DAIN RAUSCHER INCORPORATED

RAUSCHER PIERCE REFSNES, INC.

KIDDER, PEABODY & CO. INCORPORATED

ROTAN MOSLE INC.

Primary Firm SEC Registration

CFM WEALTH PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/16/1993

Series 63

Date: 3/1/1983

SIE

Date: 10/1/2018

Series 31

Date: 9/10/2004

Series 7

Date: 2/19/1983

Current Firm

CFM WEALTH PARTNERS LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CFM WEALTH PARTNERS LLC

TRUST BUT VERIFY

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