Jason Andrew Freeman

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2021-05-25

SC RA
APPROVED

Since 2021-05-25

Branch Locations

Rock Hill, SC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Llc	Charlotte	NC	05/2014	11/2016
Wells Fargo Clearing Services, Llc	Charlotte	NC	11/2016	05/2021
Lpl Financial Llc	Rock Hill	SC	05/2021	Present

05/2014 → 11/2016

Wells Fargo Advisors Llc

Charlotte, NC
11/2016 → 05/2021

Wells Fargo Clearing Services, Llc

Charlotte, NC
05/2021 → Present

Lpl Financial Llc

Rock Hill, SC

Previous Registrations

2014-05-23 → 2021-05-21

Wells Fargo Clearing Services, Llc

Charlotte, NC
2009-06-08 → 2014-05-22

Edward Jones

Rock Hill, SC

Other Businesses

1) 5/2021- Freeman Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Rock Hill, SC- start date 4/10/2021- 160hrs/mth 2) 02/27/2024 - NexAnnuity - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 02/23/2024 - 1 Hour Per Month/ 0 Hours During Trading 3) 05/08/2025 - Peak Investment Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 05/15/2025 - 40 Hour Per Month/ 40 Hours During Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-05-21
S63	Uniform Securities Agent State Law Examination	2000-10-10

S66 Uniform Combined State Law Examination

2009-05-21
S63 Uniform Securities Agent State Law Examination

2000-10-10

View on SEC IAPD