Jonathan Scott Freeman

Current Employers

Employment History

• 03/2013 → 10/2018
  Wells Fargo Advisors Financial Network, Llc
  Wormleysburg, PA
• 10/2018 → 04/2024
  Triad Advisors
  Norcross, GA
• 10/2018 → 02/2024
  Triad Hybrid Solutions
  Norcross, GA
• 02/2024 → Present
  Stonebridge Financial Group, Llc
  Wormley, PA
• 04/2024 → Present
  Private Client Services
  Wormleysburg, PA

Previous Registrations

• 2018-10-31 → 2024-02-02
  Osaic Advisory Services, Llc
  Wormleysburg, PA
  Atlanta, GA
• 2013-03-15 → 2018-11-05
  Wells Fargo Advisors Financial Network, Llc
  Wormleysburg, PA
• 2009-05-04 → 2013-03-15
  Wells Fargo Clearing Services, Llc
  Lemoyne, PA
  Lemoyne, PA

Other Businesses

1) Feel Your Boobies Foundation. 4801 Lindle Road, Harrisburg, PA 17111. Non profit organization promoting breast cancer awareness and education. Board member. Participation with fundraising activities, programs, etc. 4 hrs/mo; 4 during trading hrs. Non investment related. 2) Freeman Holdings, Inc. 1709 Olmsted Way East, Camp Hill, PA 17011. Owns 40% of Stonebridge, insurance activities, mortgage referral. President, 100% owner. Securities business, insurance, load referrals. 0 hrs/mo. Investment related. 3) Insurance sales. 602 North Front Street, Wormleysburg, PA 17043. I assign insurance revenues to Freeman Holdings, Inc. Work through a few different insurance companies for term, LTC, FIA, permanent life. President, 100% owner. Insurance sales. 0 hrs/mo. Non investment related. 4) M28 Ministry. PO Box 3027, Camp Hill, PA 17011. Non profit focused on recovery from addiction. Board member. Participation with fundraising activities, programs, etc. 4 hrs/mo; 4 during trading hrs. Non investment related. 5) MF Group LLC. 602 North Front Street, Wormleysburg, PA 17043. Owns properties in Wormleysburg and Lancaster with Stonebridge as tenant. Member. No specific duties. Triple net lease. 1 hr/mo; 1 during trading hrs. Non investment related. 6) Nursing Foundation of PA. 3605 Vartan Way, #203, Harrisburg, PA 17110. Scholarships for the nursing profession. I don't have a position, but I participate in a committee to review investments. I am not on the board. 1 hr/mo; 1 during trading hrs. Investment related. 7) Rental property at 701 Cedar Ridge Lane, Mechanicsburg, PA 17055. Rental townhouse. Own jointly with wife. She manages it. 0 hrs/mo. Non investment related.8) Stonebridge Financial Group. 602 North Front Street, Wormleysburg, PA 17043. RIA. 200 hrs/mo; 130 during trading hrs. 8) Stonebrige Financial Group; 602 North Front Street, Wormleys, PA 17043; RIA; 200 hrs/mo; 130 during trading hrs. 9) Private Client Services, Investment Related; Wormleysburg, PA 17043; Sell financial products; Registered Representative; 04/2024 Less than 10 hours per month all during trading hours.10) Investment Advisor Committee-The Foundation for Enhancing Communities. 200 N 3rd St, 8th Floor, Harrisburg, PA 1701. Community Foundation. Investment Committee. 1 hr/mo; 1 during trading hrs. 10) Investment Advisory Committee-The Foundation for Enhancing Communities; 200 N 3rd St, 8th Floor, Harrisburg, PA ; Community Foundation. Investment Committee. 1 hr/mo; 1 during trading hrs. 11) Laurel Property Group. 1709 Olmsted Way, East Camp Hill, PA 17011. Purchasing residential real estate to rent or flip. 50% member for financing reasons but will not be actively involved with the management of this. My wife is the other 50% member. 0 hrs/mo. Not investment related. 12) Stonebridge HR Solutions; Non-investment related; Wormleysburg, PA 17043; Member; reseller and service provider of Paycor payroll software; Less than 5 hours per month during trading hours 13) SBFG Partners LLC. 602 N Front Street, Wormleysburg PA 17043. Entity owned by the same six principal owners of Stonebridge Financial Group. Entity owns a stake in an insurance agency called MPC Insurance Group LLC that offers health and financial security solutions, mostly Medicare plans, life insurance, annuities, and long-term care coverage.1/6th partner in SBFG Partners LLC that owns a stake in MPC Insurance Group. I perform no official day to day duties at MPC Insurance Group. 0 hrs/mo; 0 during trading hrs. 14) Freestock LLC. 1709 Olmstead Way East. PA. Purchase of house. 50% member. 0 hrs/mo. 15)SBFG Real Est 16) Rascoe Rite of Passage; Not Investment Related; 501c3 - nonprofit; I would be on the board of this new organization; Start Date: 08/01/2026; Number of hours/month: 2 Number of hours during trading: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-02
• S63 Uniform Securities Agent State Law Examination
  1997-10-02

Designations