JF
Jason H. Freeman
J. FREEMAN & ASSOCIATES
GREENVILLE, SC 29615
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CRD#: 2995587
JF
Professional summary
Jason Harris Freeman, ChFC® is a registered financial advisor currently at J. FREEMAN & ASSOCIATES located in Greenville, South Carolina and DFPG INVESTMENTS, LLC located in Greenville, South Carolina.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jason has worked at 7 firms and has passed the Series 63, SIE, Series 7 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.
Jason Freeman is a licensed insurance agent. From time to time, he will offer clients products from those activities. Clients should be aware that these services pay compensation and thus involve a conflict of interest. JFAA always acts in the best interest of the client. Clients are in no way required to purchase any product or service through any representative of JFAA in such individual's capacities. Jason Freeman is a registered representative of DFPG Investments, LLC. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. JFAA always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to purchase any product or service through any representative of JFAA in their outside capacities. Jason Freeman is a volunteer at Volunteer Junior Achievement. From time to time, he may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. JFAA always acts in the best interest of the client and clients always have the right to decide whether or not to utilize the services of any representative of JFAA in such individual's outside capacities. Jason Freeman is a board member at Junior Achievement of Greater South Carolina. (1) JDCF / 8 Pelham Rd, Greenville, SC 29615 / Begin 11-25-03 / Real Estate LLC that owns the building in which he occupies / 2% of regular business hours (2) J. Freeman & Associates, Inc. / 8 Pelham Rd, Greenville, SC 29615 / Begin 11-25-03 / Wealth & risk management firm also offering comprehensive insurance, life, health, auto, home, business, disability, workers comp, etc. / Sole producer and CEO / 60% of regular business hours (3) JFA Advisors, Inc. / 8 Pelham Rd, Greenville, SC 29615 / Begin 11-25-03 / Sole Advisor, owner and manager / 20% of regular business hours (5) Junior Achievement of Greater South Carolina / Volunteer presenter at various high schools in Greenville County, SC and Board Member / Teach financial literacy and attend Board meetings / Begin 3-14-18 / 5% of regular business hours /
CRS (Client Relationship Summary) - RIA
Click below to view Jason Harris 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®
Experience
Current
June 8, 2009 - Present
J. FREEMAN & ASSOCIATES
Office #1: 8 Pelham Road, Greenville, SC 29615RIA
CRD#: 144039
GREENVILLE, SC
Current
May 16, 2019 - Present
DFPG INVESTMENTS, LLC
Office #1: 8 Pelham Rd, Greenville, SC 29615BD
CRD#: 155576
Greenville, SC
Past
March 1, 2019 - May 17, 2019
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 144426
GREENVILLE, SC
Past
March 4, 2016 - May 17, 2019
INTERNATIONAL ASSETS ADVISORY, LLC
BD
CRD#: 10645
GREENVILLE, SC
Past
February 21, 2006 - May 13, 2009
TRIAD ADVISORS LLC
RIA
CRD#: 25803
GREENVILLE, SC
Past
January 3, 2005 - May 10, 2016
TRIAD ADVISORS LLC
BD
CRD#: 25803
GREENVILLE, SC
Past
September 1, 1998 - January 3, 2005
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
CINCINNATI, OH
Past
January 16, 1998 - August 7, 1998
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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
Colorado(5/16/2019)
RR
Connecticut(10/25/2024)
RR
Florida(5/16/2019)
RR
Georgia(5/16/2019)
RR
Indiana(5/21/2025)
RR
Iowa(5/23/2019)
RR
New York(5/16/2019)
RR
North Carolina(5/16/2019)
RR
Ohio(5/16/2019)
IAR
South Carolina(6/8/2009)
RR
South Carolina(5/16/2019)
RR
Tennessee(8/29/2023)
RR
Texas(5/21/2019)
IAR
Texas(11/29/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JF
J. FREEMAN & ASSOCIATES
J. FREEMAN & ASSOCIATES | JFA ADVISORS, LLC
CRD#: 144039 / SEC#:
South Carolina
Registered Investment Advisory firm - (6/2/2009 Approved)Texas
Registered Investment Advisory firm - (11/29/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8 Pelham Road, Greenville, SC 29615
Mailing Address
P.o. Box 3597, Greenville, SC 29608
Phone number
(864) 331-4400
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 488 |
| AUM (Assets Under Management) | $ 94,362,317 |
Red Flags
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Company Information
J. FREEMAN & ASSOCIATES
CRD#: 144039Greenville, SC 29615TRUST BUT VERIFY
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