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Jacques Avery Freeman

Bridgewater Advisors Inc.

New York, NY

CRD 5938800

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Employer firm

Bridgewater Advisors Inc. CRD 109826

$2.57B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Bridgewater Advisors Inc.

600 Fifth Avenue, 26Th Floor, New York, NY 10020 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-25
  • NY RA
    APPROVED
    Since 2021-08-25

Branch Locations

600 Fifth Avenue, 26Th Floor, New York, NY 10020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Monarch Business & Wealth Management New York NY 05/2015 08/2019
Bridgewater Advisors Inc. New York NY 09/2018 Present
  • 05/2015 → 08/2019
    Monarch Business & Wealth Management
    New York, NY
  • 09/2018 → Present
    Bridgewater Advisors Inc.
    New York, NY
Designations
  • Certified Financial Planner

View on SEC IAPD

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