Freeman N. Jelks

FNJ 3

ALEXANDRIA, VA

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CRD#: 1860719

Professional summary

Freeman Napier Jelks III, CFP® is a registered financial advisor currently at FNJ 3, LLC located in Alexandria, Virginia.

Freeman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Freeman has worked at 4 firms and has passed the Series 63, Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Freeman Napier Jelks III's CRS (Customer Relationship Summary).

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

March 18, 2009 - Present

FNJ 3, LLC

RIA

CRD#: 149809

ALEXANDRIA, VA

Past

September 29, 2006 - March 4, 2009

EDGEMOOR INVESTMENT ADVISORS, INC.

RIA

CRD#: 109104

WASHINGTON, DC

Past

September 18, 2006 - November 12, 2008

VIKING FUND DISTRIBUTORS, LLC

CRD#: 47003

WASHINGTON, DC

Past

October 28, 2002 - June 15, 2006

FARR MILLER & WASHINGTON LLC

RIA

CRD#: 107553

WASHINGTON, DC

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(3/18/2009)

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

Series 63

Date: 10/9/2006

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/21/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 9/15/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FNJ 3, LLC

CRD#: 149809 / SEC#:

Virginia

Registered Investment Advisory firm - (3/18/2009 Approved)

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Contact information

Main Address

Alexandria, VA

Mailing Address

Phone number

(703) 836-3653

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 36,784,344

Red Flags

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

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Freeman N. Jelks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Freeman Napier Jelks III's CRS (Customer Relationship Summary).

Certified licenses

Experience

FNJ 3, LLC

EDGEMOOR INVESTMENT ADVISORS, INC.

VIKING FUND DISTRIBUTORS, LLC

FARR MILLER & WASHINGTON LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/9/2006

Series 65

Date: 3/21/2001

Series 6

Date: 9/15/2006

Current Firm

FNJ 3, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FNJ 3, LLC

TRUST BUT VERIFY

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