Unclaimed Profile

Jonathan Scott Freeman

STONEBRIDGE FINANCIAL GROUP, LLC·WORMLEYSBURG, Pennsylvania

SIE, Series 7, Series 24, Series 31, Series 55, Series 63, Series 65CFP CFAClean record17 years registeredSTONEBRIDGE FINANCIAL GROUP, LLC

602 NORTH FRONT STREET, WORMLEYSBURG, PA 17043CRD# 2893953Firm CRD# 327529

Profile Verification

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

Identity

Jonathan Scott Freeman · WORMLEYSBURG, PA

Registration

CRD #2893953 · STONEBRIDGE FINANCIAL GROUP, LLC · 17 years registered

Brand Profile

Not yet started

Career History

STONEBRIDGE FINANCIAL GROUP, LLC

Feb 2024 – present

TRIAD HYBRID SOLUTIONS

Oct 2018 – Feb 2024

Wormleysburg, PA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Mar 2013 – Nov 2018

WORMLEYSBURG, PA

WELLS FARGO ADVISORS, LLC

May 2009 – Mar 2013

LEMOYNE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 55

Series 63

Series 65

Registration record

First registered · May 4, 2009

Years registered · 17

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STONEBRIDGE FINANCIAL GROUP, LLC

CRD 327529 · SEC 801-129034

AUM

$1.6B

Regulatory assets under management

Employees

3,697 client accounts

Services offered by STONEBRIDGE FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STONEBRIDGE FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Scott Freeman offer?

Jonathan Scott Freeman specializes in Financial Planning, Investment Management. Contact their office in WORMLEYSBURG, Pennsylvania for a consultation.

What are Jonathan Scott Freeman's credentials?

Jonathan Scott Freeman holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jonathan Scott Freeman located?

Jonathan Scott Freeman is based in WORMLEYSBURG, Pennsylvania, working with STONEBRIDGE FINANCIAL GROUP, LLC. Their office serves clients in the WORMLEYSBURG metropolitan area and surrounding communities.

How does Jonathan Scott Freeman charge for services?

Jonathan Scott 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 STONEBRIDGE FINANCIAL GROUP, LLC?

STONEBRIDGE FINANCIAL GROUP, LLC has approximately 26 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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