Jonathan Jacob Wittlin

Employer firm

Freestone Capital Management, LLC CRD 145711

$14.5B regulatory AUM

Reported services (Item 5G)

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

• 02/2008 → 04/2018
  Massmutual
  New York, NY
• 02/2008 → 04/2018
  Mml Investors Services Inc
  New York, NY
• 07/2019 → 10/2023
  Parallel Advisors, Llc
  San Francisco, CA
• 02/2008 → 04/2018
  Lenox Advisors, Inc.
  New York, NY
• 04/2018 → 05/2019
  Lenox Wealth Advisors
  New York, NY
• 10/2023 → Present
  Freestone Capital Management, Llc
  San Francisco, CA

Previous Registrations

• 2019-07-25 → 2023-12-06
  Parallel Advisors, Llc
  San Francisco, CA
• 2005-07-26 → 2018-05-01
  Lenox Advisors, Inc.
  San Francisco, CA
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-06-02
• S65 Uniform Investment Adviser Law Examination
  2004-11-02

Designations

• Certified Financial Planner