AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Jonathan Jacob Wittlin

Jonathan J. Wittlin

FREESTONE CAPITAL MANAGEMENT
SAN FRANCISCO, CA 94105
CRD#: 5005623
Some features on this profile are disabled
Jonathan Jacob Wittlin
Jonathan Jacob WittlinFREESTONE CAPITAL MANAGEMENT

Professional summary

Jonathan Jacob Wittlin, CFP® is a registered financial advisor currently at FREESTONE CAPITAL MANAGEMENT, LLC located in San Francisco, California.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jonathan has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 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 Jonathan Jacob Wittlin's CRS (Customer Relationship Summary).
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: 2006

Experience

Current

October 6, 2023 - Present

FREESTONE CAPITAL MANAGEMENT, LLC

Office #1: 560 Mission Street Suite 2800, San Francisco, CA 94105
RIA
CRD#: 145711
SAN FRANCISCO, CA
Past

July 25, 2019 - December 6, 2023

PARALLEL ADVISORS, LLC

RIA
CRD#: 140800
SAN FRANCISCO, CA
Past

November 10, 2008 - May 3, 2018

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SAN FRANCISCO, CA
Past

July 26, 2005 - May 1, 2018

LENOX ADVISORS, INC.

RIA
CRD#: 119386
SAN FRANCISCO, CA

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".
FC
FREESTONE CAPITAL MANAGEMENT, LLC
FREESTONE | FREESTONE INVESTMENTS LLC (RELYING ADVISOR) | FREESTONE CAPITAL MANAGEMENT, LLC | FREESTONE ASSET MANAGEMENT | FREESTONE ADVISORS LLC

CRD#: 145711 / SEC#: 801-69073

RIA
Registered Investment Advisory firm - (4/25/2008 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.

Highlighted states indicate IAR registrations

IAR
California
(10/6/2023)
IAR
Washington
(10/6/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 6/2/2011
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/2/2004
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/3/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/7/2008
General Securities Representative Examination

Current Firm

FC
FREESTONE CAPITAL MANAGEMENT, LLC
FREESTONE | FREESTONE INVESTMENTS LLC (RELYING ADVISOR) | FREESTONE CAPITAL MANAGEMENT, LLC | FREESTONE ASSET MANAGEMENT | FREESTONE ADVISORS LLC

CRD#: 145711 / SEC#: 801-69073

RIA
Registered Investment Advisory firm - (4/25/2008 Approved)
Loading...

Contact information

Main Address
701 5th Avenue 74th Floor, Seattle, WA 98104
Mailing Address
Phone number
(206) 707-7300
Established
Firm type
Fiscal year end
# of Employees
117

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FREESTONE CAPITAL MANAGEMENT LLC (8/19/2025)

Regulatory assets under management

Total Number of Accounts6,231
AUM (Assets Under Management)$ 11,493,619,610

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/16/2025
Cover Page
Report
11/21/2024
Cover Page
Report
09/26/2023
Cover Page
Report

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.

Company Information

FREESTONE CAPITAL MANAGEMENT, LLC

CRD#: 145711San Francisco, CA 94105

TRUST BUT VERIFY

Monitor Jonathan Wittlin

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

AG
Adam GreenAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
SAN MATEO, CA
Jason Guo Quan Fang
Jason FangAdvisorCheck Check Mark
TERRAFIRMA WEALTH PARTNERS
IAR
WALNUT CREEK, CA
Michael Steven Ginsberg
Michael GinsbergAdvisorCheck Check Mark
GINSBERG FINANCIAL STRATEGIES
IAR
Walnut Creek, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.