Jonathan S. Freeman
STONEBRIDGE FINANCIAL GROUP | Director
Wormleysburg, PA 17043
Some features on this profile are disabled
CRD#: 2893953
Professional summary
Jonathan Scott Freeman, CFP®, CIMA® is a registered financial advisor currently at STONEBRIDGE FINANCIAL GROUP, LLC located in Wormleysburg, Pennsylvania and PRIVATE CLIENT SERVICES, LLC located in Wormleysburg, Pennsylvania.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Jonathan has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 55, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Institutional consulting
Financial planning
Trust & estate planning
Retirement planning
What is your current number of clients?
Greater than 100
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.
1) Feel Your Boobies Foundation. 4801 Lindle Road, Harrisburg, PA 17111. Non profit organization promoting breast cancer awareness and education. Board member. Participation with fundraising activities, programs, etc. 4 hrs/mo; 4 during trading hrs. Non investment related. 2) Freeman Holdings, Inc. 1709 Olmsted Way East, Camp Hill, PA 17011. Owns 40% of Stonebridge, insurance activities, mortgage referral. President, 100% owner. Securities business, insurance, load referrals. 0 hrs/mo. Investment related. 3) Insurance sales. 602 North Front Street, Wormleysburg, PA 17043. I assign insurance revenues to Freeman Holdings, Inc. Work through a few different insurance companies for term, LTC, FIA, permanent life. President, 100% owner. Insurance sales. 0 hrs/mo. Non investment related. 4) Jewish Family Service. 3333 N Front Street, Harrisburg, PA 17110. Non profit organization with several initiatives include adoption and foster care, counseling, senior services, meals on wheels, etc. Finance committee member. Helping to provide guidance on investments, IPS creation. We do not invest money for JFS. 1 hr/mo; 1 during trading hrs. Non investment related. 5) M28 Ministry. PO Box 3027, Camp Hill, PA 17011. Non profit focused on recovery from addiction. Board member. Participation with fundraising activities, programs, etc. 4 hrs/mo; 4 during trading hrs. Non investment related. 6) MF Group LLC. 602 North Front Street, Wormleysburg, PA 17043. Owns properties in Wormleysburg and Lancaster with Stonebridge as tenant. Member. No specific duties. Triple net lease. 1 hr/mo; 1 during trading hrs. Non investment related. 7) Mortgage referral fees from Servion to my Freeman Holdings S Corp. 602 North Front Street, Wormleysburg, PA 17043. I have an employee in my S Corp who has mortgage experience. He helps gather info and provide loan advise and refers to Servion for fee. No position. Just referrals. 1 hr/mo; 1 during trading hrs. Non investment related. 8) Nursing Foundation of PA. 3605 Vartan Way, #203, Harrisburg, PA 17110. Scholarships for the nursing profession. I don't have a position, but I participate in a committee to review investments. I am not on the board. 1 hr/mo; 1 during trading hrs. Investment related. 9) Rental property at 701 Cedar Ridge Lane, Mechanicsburg, PA 17055. Rental townhouse. Own jointly with wife. She manages it. 0 hrs/mo. Non investment related. 10) Stonebridge Financial Group. 602 North Front Street, Wormleysburg, PA 17043. RIA. 200 hrs/mo; 130 during trading hrs. 11) Private Client Services, Investment Related; Wormleysburg, PA 17043; Sell financial products; Registered Representative; 04/2024 Less than 10 hours per month all during trading hours. 12) Investment Advisor Committee-The Foundation for Enhancing Communities. 200 N 3rd St, 8th Floor, Harrisburg, PA 1701. Community Foundation. Investment Committee. 1 hr/mo; 1 during trading hrs. 13) Laurel Property Group. 1709 Olmsted Way, East Camp Hill, PA 17011. Purchasing residential real estate to rent or flip. 50% member for financing reasons but will not be actively involved with the management of this. My wife is the other 50% member. 0 hrs/mo. Not investment related. 14) Stonebridge HR Solutions; Non-investment related; Wormleysburg, PA 17043; Member; reseller and service provider of Paycor payroll software; Less than 5 hours per month during trading hours 15) SBFG Partners LLC. 602 N Front Street, Wormleysburg PA 17043. Entity owned by the same six principal owners of Stonebridge Financial Group. Entity owns a stake in an insurance agency called MPC Insurance Group LLC that offers health and financial security solutions, mostly Medicare plans, life insurance, annuities, and long-term care coverage.1/6th partner in SBFG Partners LLC that owns a stake in MPC Insurance Group. I perform no official day to day duties at MPC Insurance Group. 0 hrs/mo; 0 during trading hrs. 16) Freestock LLC. 1709 Olmstead Way East. PA. Purchase of house. 50% member. 0 hrs/mo.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Scott Freeman'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®
Start date: 2007
Experience
Current
February 1, 2024 - Present
STONEBRIDGE FINANCIAL GROUP, LLC
Office #1: 602 North Front Street, Wormleysburg, PA 17043RIA
CRD#: 327529
Wormleysburg, PA
Current
April 4, 2024 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 602 N Front St, Wormleysburg, PA 17043RIA
BD
CRD#: 120222
Wormleysburg, PA
Past
October 31, 2018 - February 2, 2024
OSAIC ADVISORY SERVICES, LLC
RIA
CRD#: 171070
Wormleysburg, PA
Past
October 31, 2018 - April 5, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
ATLANTA, GA
Past
March 15, 2013 - November 5, 2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
WORMLEYSBURG, PA
Past
March 15, 2013 - November 5, 2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
WORMLEYSBURG, PA
Past
May 4, 2009 - March 15, 2013
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
LEMOYNE, PA
Past
July 1, 2003 - March 15, 2013
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
LEMOYNE, PA
Past
January 23, 2002 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
March 2, 2001 - January 18, 2002
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
BD
CRD#: 18353
NEWARK, NJ
Past
September 3, 1998 - February 22, 2001
GARY GOLDBERG & CO., INC.
BD
CRD#: 6482
SUFFERN, NY
Past
August 12, 1997 - August 18, 1998
NATIONAL FINANCIAL SERVICES LLC
BD
CRD#: 13041
BOSTON, MA
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".
SF
STONEBRIDGE FINANCIAL GROUP, LLC
AVIA WEALTH ADVISORS | WHITECLIFF WEALTH MANAGEMENT | STONEBRIDGE FINANCIAL GROUP, LLC | EMC WEALTH MANAGEMENT LLC
CRD#: 327529 / SEC#: 801-129034
RIA
Registered Investment Advisory firm - (11/8/2023 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/2/2025)
RR
Colorado(4/4/2024)
RR
Connecticut(4/4/2024)
RR
Delaware(4/4/2024)
RR
Florida(4/4/2024)
RR
Georgia(4/4/2024)
RR
New Jersey(4/4/2024)
RR
New York(4/4/2024)
RR
North Carolina(4/4/2024)
RR
Ohio(4/4/2024)
IAR
Pennsylvania(2/1/2024)
RR
Pennsylvania(4/4/2024)
RR
South Carolina(4/4/2024)
RR
Vermont(10/8/2025)
RR
Wisconsin(8/21/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/3/1998
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SF
STONEBRIDGE FINANCIAL GROUP, LLC
AVIA WEALTH ADVISORS | WHITECLIFF WEALTH MANAGEMENT | STONEBRIDGE FINANCIAL GROUP, LLC | EMC WEALTH MANAGEMENT LLC
CRD#: 327529 / SEC#: 801-129034
RIA
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Contact information
Main Address
602 North Front Street, Wormleysburg, PA 17043
Mailing Address
Phone number
(717) 736-7007
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,021 |
| AUM (Assets Under Management) | $ 1,831,293,279 |
Red Flags
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Company Information
STONEBRIDGE FINANCIAL GROUP, LLC
DirectorCRD#: 327529Wormleysburg, PA 17043TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
