Jonathan
Freeman
Stonebridge Financial Group, LLC
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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
Services Offered
Fee Structure
Office Location
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Stonebridge Financial Group, LLC Brokerage Details
$1,581,641,049
26
3,697
$427,817
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jonathan Freeman Work History
Private Client Services
Stonebridge Financial Group, LLC
Triad Advisors
Triad Hybrid Solutions
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
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lancaster, PA
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