Jonathan Freeman

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 01/2017
  Cion Securities, Llc
  New York, NY
• 02/2017 → 06/2018
  Inland Securities Corporation
  Sunnyvale, TX
• 08/2022 → 02/2024
  J.P. Morgan Securities Llc
  Dallas, TX
• 08/2022 → 02/2024
  Jpmorgan Chase Bank, N.A.
  Dallas, TX
• 02/2019 → 08/2022
  Prewitt Cpa
  Dallas, TX
• 07/2018 → 01/2019
  Unemployed
  Sunnyvale, TX
• 03/2024 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2004-06-25 → 2006-08-04
  Avantax Advisory Services
  Irving, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-08
• S63 Uniform Securities Agent State Law Examination
  2022-10-18
• S66 Uniform Combined State Law Examination
  2004-05-24

Other Names

• Jon Freeman
• Jonathan C. Freeman
• Jonathan C Freeman