Unclaimed Profile

Jonathan Yuri Freeman

CCG WEALTH MANAGEMENT, LLC·SAN DIEGO, California

Series 65Clean record7 years registeredCCG WEALTH MANAGEMENT, LLC

12255 EL CAMINO REAL, SAN DIEGO, CA 92130CRD# 6995923Firm CRD# 296985

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Yuri Freeman · SAN DIEGO, CA

Registration

CRD #6995923 · CCG WEALTH MANAGEMENT, LLC · 7 years registered

Brand Profile

Not yet started

Career History

PRESIDIO CAPITAL MANAGEMENT, LLC

Feb 2025 – present

AXXCESS WEALTH MANAGEMENT, LLC

Apr 2024 – Jan 2025

SAN DIEGO, CA

CENTURA WEALTH ADVISORY

Nov 2018 – May 2024

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 27, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CCG WEALTH MANAGEMENT, LLC

CRD 296985 · SEC 801-113284

AUM

$643M

Regulatory assets under management

Employees

1,425 client accounts

Services offered by CCG WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CCG WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Yuri Freeman offer?

Jonathan Yuri Freeman specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.

What are Jonathan Yuri Freeman's credentials?

Jonathan Yuri Freeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Yuri Freeman located?

Jonathan Yuri Freeman is based in SAN DIEGO, California, working with CCG WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Jonathan Yuri Freeman charge for services?

Jonathan Yuri Freeman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CCG WEALTH MANAGEMENT, LLC?

CCG WEALTH MANAGEMENT, LLC has approximately 39 employees and manages $643M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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