Jonathan
Fredman

Mma Securities LLC

CRD#5589623
Investment Advisor
in Minneapolis, MN

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About this Advisor

Jonathan Fredman is a financial advisor based in Minneapolis, Minnesota, working with Mma Securities LLC. Jonathan has previously held positions at Rjf Financial Services Dba For Lpl Financial Business, Lpl Financial, Marsh & Mclennan Agency, and Mma Securities LLC. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota, Nebraska, North Dakota, South Dakota, and Texas. Currently, Jonathan is part of Mma Securities LLC, which operates out of Minneapolis, Minnesota. The firm has 27 offices and 181 employees. The services offered by the firm include pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Mma Securities LLC includes hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Hourly Charges, Fixed Fees, Commissions, Others

Office Location

6160 Golden Hills Drive
Minneapolis, MN 55416

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Mma Securities LLC Brokerage Details

Total Number of Employees

181

MN Average: 88

Investment Advisory Services

  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jonathan Fredman Work History

2017 - Present (8 years)

Marsh & Mclennan Agency

2017 - Present (8 years)

Mma Securities LLC

2015 - 2017 (2 years)

Lpl Financial

2008 - 2015 (7 years)

Rjf Financial Services Dba For Lpl Financial Business

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Disclosures

Please visit the SEC profile of Jonathan Fredman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mma Securities LLC

Karen Wilhelms
Boston, MA
Matthew Posteuca
Minneapolis, MN
Joshua Condron
Boston, MA
Taylor Clark
Austin, TX
Bradley Altman
Dallas, TX
Winfred Boyce
Fairburn, GA
Jennifer Sahady
Boston, MA
Dylan Cooke
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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