Jacques
Freeman

Bridgewater Advisors Inc

CRD#5938800
Investment Advisor
in New York, NY

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About this Advisor

Jacques Freeman is a certified financial planner who works out of New York, New York, who has 2 years of industry experience. Freeman is an employee of Bridgewater Advisors Inc. The advisor has gained experience at Wg&S, Monarch Business & Wealth Management and Bridgewater Advisors Inc. Freeman is approved to work in New York. Bridgewater Advisors Inc is an advisory company that has its headquarters in New York, NY. It controls $2 billion in assets under management across its 2,537 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 2,537 customer accounts, 60% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Bridgewater Advisors Inc performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely are based on which service is provided. However, fees billed by Bridgewater Advisors Inc typically consist of asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

600 Fifth Avenue, 26Th Floor
New York, NY 10020

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Bridgewater Advisors Inc Brokerage Details

Total Assets Under Management

$1,641,761,569

NY Average: $7,464,549,021
Total Number of Employees

22

NY Average: 88
Total Number of Accounts

2,537

NY Average: 3,892
Average Account Size

$647,127

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jacques Freeman Work History

Jacques has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Bridgewater Advisors Inc

2015 - 2019 (4 years)

Monarch Business & Wealth Management

2012 - 2015 (3 years)

Wg&S

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jacques Freeman 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 Bridgewater Advisors Inc

Thomas Aguis
New York, NY
Jacques Freeman
New York, NY
Bryan Spigner
New York, NY
Yanying Lin
New York, NY
Matthew Pelz
New York, NY
Olabode Aladenika
New York, NY
Gabe Bryan
New York, NY
Sara Stollberger
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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