Jonathan
Freeman

Stonebridge Financial Group, LLC

CRD#2893953
Investment Advisor
in Lemoyne, PA

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About this Advisor

Jonathan Freeman is a financial advisor based in Lemoyne, Pennsylvania, working with Stonebridge Financial Group, LLC. Jonathan has previously held positions at Wells Fargo Advisors Financial Network, LLC, Private Client Services, Stonebridge Financial Group, LLC, Triad Advisors, and Triad Hybrid Solutions. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Jonathan is part of Stonebridge Financial Group, LLC, which operates out of Lemoyne, Pennsylvania. The firm has 2 offices and 26 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Stonebridge Financial Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

602 North Front Street
Lemoyne, PA 17043

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Stonebridge Financial Group, LLC Brokerage Details

Total Assets Under Management

$1,581,641,049

PA Average: $15,833,994,310
Total Number of Employees

26

PA Average: 41
Total Number of Accounts

3,697

PA Average: 3,342
Average Account Size

$427,817

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jonathan Freeman Work History

2024 - Present (0 year)

Private Client Services

2024 - Present (0 year)

Stonebridge Financial Group, LLC

2018 - Present (6 years)

Triad Advisors

2018 - Present (6 years)

Triad Hybrid Solutions

2013 - 2018 (5 years)

Wells Fargo Advisors Financial Network, LLC

Disclosures

Please visit the SEC profile of Jonathan 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 Stonebridge Financial Group, LLC

Sarah White
Lemoyne, PA
Shari Dietz
Lemoyne, PA
Jeffrey Kline
Lemoyne, PA
Jonathan Freeman
Lemoyne, PA
Brian Mccarver
Lemoyne, PA
Todd Bogda
Lancaster, PA
Jeremy Rivers
Lemoyne, PA
Kristopher Korzi
Lemoyne, PA

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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