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Jonathan Jacob Wittlin

Freestone Capital Management, LLC

Seattle, WA

San Francisco, CA

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Current Employers
Freestone Capital Management, Llc

701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-10-06
WA RA APPROVED 2023-10-06
  • CA RA
    APPROVED
    Since 2023-10-06
  • WA RA
    APPROVED
    Since 2023-10-06

Branch Locations

701 5Th Avenue 74Th Floor, Seattle, WA 98104 • United States

560 Mission Street Suite 2800, San Francisco, CA 94105 • 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
Massmutual New York NY 02/2008 04/2018
Mml Investors Services Inc New York NY 02/2008 04/2018
Parallel Advisors, Llc San Francisco CA 07/2019 10/2023
Lenox Advisors, Inc. New York NY 02/2008 04/2018
Lenox Wealth Advisors New York NY 04/2018 05/2019
Freestone Capital Management, Llc San Francisco CA 10/2023 Present
  • 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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-06-02
S65 Uniform Investment Adviser Law Examination 2004-11-02
  • S63 Uniform Securities Agent State Law Examination
    2011-06-02
  • S65 Uniform Investment Adviser Law Examination
    2004-11-02
Designations

View on SEC IAPD

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WILLIAM LEE REECE
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Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA
D.A. DAVIDSON & CO. · SEATTLE, WA

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