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JB

John M. Bedell

FREITAG CAPITAL LLC
BOSTON, MA 02109
Some features on this profile are disabled
CRD#: 7234666
JB

Professional summary

John Mark Bedell is a registered financial professional currently at FREITAG CAPITAL LLC located in Boston, Massachusetts.

John is registered as a RR (Registered Representative) and started their career in finance in 2020. John has worked at 1 firm and has passed the Series 63, Series 79TO, SIE and Series 14 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view John Mark Bedell'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®
None

Experience

Current

May 2, 2020 - Present

FREITAG CAPITAL LLC

Office #1: 75 State Street Suite 100, Boston, MA 02109
BD
CRD#: 298349
BOSTON, MA

State Registrations and Notice Filings

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

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
Massachusetts
(6/15/2020)
RR
Ohio
(6/24/2020)
RR
Rhode Island
(6/15/2020)
RR
Texas
(6/15/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 6/15/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 5/2/2020
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/11/2019
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 14
Date: 3/5/2021
Compliance Officer Examination
SRO Registrations
RR
FINRA

Current Firm

FC
FREITAG CAPITAL LLC
FREITAG CAPITAL LLC

CRD#: 298349 / SEC#: , 8-70202

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
75 State Street Suite 100, Boston, MA 02109
Mailing Address
75 State Street Suite 100, Boston, MA 02109
Phone number
(617) 655-7055
Established
Massachusetts since 08/08/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
FREITAG & CO, LLCDIRECT OWNER
BEDELL, JOHN MARKCHIEF COMPLIANCE OFFICER7234666
FREITAG, ANNA KATARZYNAFINOP/PFO/POO4242091
FREITAG, ANNA KATARZYNACHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER4242091
FREITAG, SEBASTIAN W HCHIEF EXECUTIVE OFFICER2918381

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

FREITAG CAPITAL LLC

CRD#: 298349Boston, MA 02109

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