Jay Freeman (CRD# 6406327) is an Investment Advisor Representative working at Edward Jones in Kennewick, WA and has over 20 years experience in the finance industry.
As a former Chief Financial Officer(over 10 years), I've found that I enjoy helping people and businesses with their financial needs and goals. I take this responsibility serious and feel that it is important that I fully understand the needs of my clients in order to be effective. As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors and business owners on creating and implementing strategies that work toward their specific goal(s). I can help you plan for retirement, live in retirement, save for college, manage a business retirement plan or just try to protect the assets you already own.
In order to accomplish any strategy, I begin by listening to understand the needs of the client first before I begin to help establish the strategy necessary to accomplish the financial goals of individuals and/or businesses. Once we have an understanding of the needs and goals, we develop and implement an effective strategy and then review it periodically to make sure we are taking the necessary steps in order to complete the goals we've setup.
It's important for me to take the time to educate and communicate the strategies and investments we will be using so that you, the client can feel more comfortable with the decisions being made to meet your needs.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Nov 2014 - Current | 9 |
| Unemployed | Morton, WA | Jul 2014 - Nov 2014 | < 1 |
| Alta Forest Products, LLC | Morton, WA | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
- TX
- WA
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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