J.Freeman & Associates Inc.

EST. AUM
$175,000,000

CONTACTS
2

CLIENT ACCOUNTS
367

Firm Details

Metro area Greenville, SC
CRD Number 144039
Website j-freeman.com
Client types

Overview

J. Freeman & Associates is a financial advisory and investment management firm that provides personalized wealth planning, portfolio management, retirement planning, and risk management solutions to individual and small-business clients. The firm combines customized financial strategies with ongoing advisory support to help clients pursue long-term financial goals while balancing risk, tax considerations, and evolving life priorities.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

J.Freeman & Associates Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company