Zachary Jordan Freitag

Employer firm

The Mather Group, LLC CRD 156005

$13.4B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 08/2016 → 05/2020
  Lemont High School
  Lemont, IL
• 08/2020 → 05/2024
  University Of Kentucky
  Lexington, KY
• 03/2020 → 08/2020
  Cutco
  Wilmette, IL
• 02/2022 → 05/2023
  Door Dash
  Aurora, IL
• 05/2022 → 08/2022
  Cog Hill Golf Club
  Lemont, IL
• 06/2023 → 06/2023
  Promark Research Corporation
  Springfield, TX
• 05/2023 → 07/2023
  Ecp Business Capital
  Lexington, TX
• 06/2024 → 12/2024
  Unemployed
  Aurora, IL
• 12/2024 → 02/2025
  Equitable Advisors, Llc
  New York, NY
• 03/2025 → Present
  The Mather Group, Llc
  Chicago, IL

Previous Registrations

• 2025-01-07 → 2025-01-13
  Equitable Advisors, Llc
  Oak Brook, IL
  Aurora, IL
  Oak Brook, IL

Exams

• S66 Uniform Combined State Law Examination
  2024-11-01

Other Names

• Zachary Freitag