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Current Employers
Freewood Private Wealth Management, Llc

Powell, OH • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-01-17
OH RA APPROVED 2017-01-03
  • TX RA
    APPROVED_RES
    Since 2017-01-17
  • OH RA
    APPROVED
    Since 2017-01-03

Branch Locations

Powell, OH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Worthington OH 10/2012 11/2016
Freewood Private Wealth Management, Llc Powell OH 12/2016 Present
Previous Registrations
Other Businesses

Insurance License, appx 10hrs a month, non-investment related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-11
  • S66 Uniform Combined State Law Examination
    2009-03-11
Other Names
  • Jill Renee Albery
  • Jill R Wood

View on SEC IAPD

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