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Joseph Elbert Freeman

ADOLOS ASSET MANAGEMENT·ADVANCE, North Carolina
SIE, Series 3, Series 7, Series 24, Series 52, Series 53, Series 63, Series 66, Series 79TO14 years registeredADOLOS ASSET MANAGEMENT
1346 UNDERPASS ROAD, ADVANCE, NC 27006CRD# 1293714Firm CRD# 315505

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Elbert Freeman · ADVANCE, NC
Registration
CRD #1293714 · ADOLOS ASSET MANAGEMENT · 14 years registered
Brand Profile
Not yet started
01

Career History

RAYMOND JAMES & ASSOCIATES, INC.
Apr 2021 – present
RAYMOND JAMES & ASSOCIATES, INC.
Apr 2021 – present
WELLS FARGO CLEARING SERVICES, LLC
Mar 2012 – Apr 2021
BIRMINGHAM, AL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 52
Series 53
Series 63
Series 66
Series 79TO
Registration record
First registered · March 29, 2012
Years registered · 14
03

Disclosure History

2017Financial·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
ADOLOS ASSET MANAGEMENT
CRD 315505 · SEC 801-121805
AUM
$169M
Regulatory assets under management
Employees
5
142 client accounts
Services offered by ADOLOS ASSET MANAGEMENT
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ADOLOS ASSET MANAGEMENT →
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05

Frequently Asked Questions

What services does Joseph Elbert Freeman offer?
Joseph Elbert Freeman specializes in Investment Management. Contact their office in ADVANCE, North Carolina for a consultation.
What are Joseph Elbert Freeman's credentials?
Joseph Elbert Freeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Elbert Freeman located?
Joseph Elbert Freeman is based in ADVANCE, North Carolina, working with ADOLOS ASSET MANAGEMENT. Their office serves clients in the ADVANCE metropolitan area and surrounding communities.
How does Joseph Elbert Freeman charge for services?
Joseph Elbert Freeman's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADOLOS ASSET MANAGEMENT?
ADOLOS ASSET MANAGEMENT has approximately 5 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ADOLOS ASSET MANAGEMENT

Joseph Andrew Freeman
ADVANCE, NC

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