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JF

John Lawrence Freemire

CFP®
ARVADA, CO
·CRD# 6456147·11 years experience

Professional Summary

John Lawrence Freemire, CFP® was a registered financial advisor. John was registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. John had worked at 8 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 9 and Series 10 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial Planner

Years of Experience

11 years in the financial services industry

Current & Past Employments

Unknown Firm·
Arvada, CO
October 20, 2026 - Present
MERCER GLOBAL ADVISORS INC.·CRD# 147363
RIA
Boulder, CO
December 12, 2024 - September 16, 2026
TMF INVESTMENTS·CRD# 306422
BD
Alexandria, VA
January 15, 2021 - July 22, 2024
MOTLEY FOOL WEALTH MANAGEMENT, LLC·CRD# 165689
RIA
Denver, CO
December 24, 2020 - November 25, 2024
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
RIA
Boston, MA
July 13, 2018 - October 22, 2020
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Greenwood Village, CO
March 30, 2017 - July 13, 2018
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Greenwood Village, CO
January 22, 2016 - October 21, 2020
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Lone Tree, CO
August 10, 2015 - January 19, 2016

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Current Firm

No current employment

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Motley Fool Wealth Management LLC is an investment advisory firm located at 2000 Duke Street Suite 275 Alexandria, VA 22314. Start date 01/2021. Role: Financial Planner. Approximately 80 hours a month dedicated to this role.

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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.
IAR
Colorado
(10/20/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2017About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2015About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2015About the Series 7 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Mar 2018About the Series 9 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Dec 2017About the Series 10 exam

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CRS (Client Relationship Summary)

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

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