J Freeman

Advisor at Merrill

Updated today

Location

Lake Placid, NY

Credentials

Series 63, Series 65

Industry experience

39 years

About

J Freeman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 35 years of experience providing financial and wealth management advice and services. J Freeman's areas of focus include asset allocation, portfolio construction, risk management, pension plan consulting, divorce transition planning, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income.

He holds a bachelor's degree from The Jones School of Business at The State University of New York at Geneseo. J Freeman has completed advanced graduate-level studies at The Wharton School of The University of Pennsylvania, Syracuse University School of Management, The Booth School of Business at The University of Chicago, Argosy University, The New England College of Business and Finance, and Capella University. He earned the Certified Investment Management Analyst (CIMA) designation in 1999, the Certified Plan Fiduciary Advisor (CPFA) designation in 2018, and the Chartered Retirement Planning Counselor (CRPC) designation in 2020.

Before joining Merrill Lynch Wealth Management in 2007, he spent 20 years at Morgan Stanley as a Senior Vice-President, Senior Consultant, and Corporate Trainer. In addition to his financial advisory role, J Freeman serves on the Board of Directors of The Goodwill Theater, Mirror Lake Watershed Association, and The Chenango Valley Cemetery Association. His personal interests include biking, boating, fishing, golfing, hiking, photography, reading, spending time with family, tennis, and traveling.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Retirement income strategy ESG / Sustainable investing

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Based on Merrill

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

Lake Placid, NY

Most active in

Connecticut · New York · Texas

Work history

Bank Of America,Na

2009 - Present (17 years)

Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Daniel M

Series 65

Saranac Lake, NY

Fiorile & Associates, LLC

Daniel Mitchell is a financial advisor at Fiorile & Associates, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at TF Cornerstone and Burns Management. Outside of his advisory role, he is involved in residential apartment leasing as a leasing consultant. Fiorile & Associates is an independent investment advisory firm serving individual investors and high-net-worth households through wealth management and consulting. The firm manages client portfolios on a non-discretionary basis, integrating tax planning and estate coordination, and offers services primarily on flat and fixed fee arrangements.

Wealth management General estate planning guidance General tax planning Options & derivatives strategies
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Joseph F

PFS™, Series 66

Saranac Lake, NY

Fiorile & Associates, LLC

Joseph Fiorile is a financial advisor with Fiorile & Associates, LLC in Saranac Lake, NY. He holds the PFS™ designation and Series 66 license and has 27 years of experience in accounting and financial advisory services, including 15 years with his current firm. In addition to his advisory work, he operates an accounting and bookkeeping business. Fiorile & Associates is an independent investment advisory firm serving individual and high-net-worth clients through wealth management and consulting. The firm manages portfolios on a non-discretionary basis, integrating tax planning and estate coordination, and employs a mix of fundamental and technical analysis alongside asset allocation and option strategies.

Wealth management General estate planning guidance General tax planning Options & derivatives strategies
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Stephen D

Series 63, Series 65

Lake Placid, NY

Renaissance Macro Research LLC

Stephen Duttenhofer is a financial advisor at Renaissance Macro Research LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple Renaissance-affiliated entities since 2011. Duttenhofer is also an owner and employee of RenMac Integrated Alpha, a hedge fund focused on large-cap U.S. equities. Renaissance Macro Research provides macroeconomic research products to institutional clients and sophisticated individual investors through a tiered subscription service. The firm uses a proprietary methodology combining economic, policy, portfolio strategy, and quantitative analysis to deliver customized reports and multimedia content without managing client assets.

Factor investing / smart beta
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Jeffrey D

CFA®, Series 63

Lake Placid, NY

Renaissance Macro Research LLC

Jeffrey Degraaf is a CFA® charterholder with 33 years of industry experience, currently serving at Renaissance Macro Research LLC. He has held roles at various Renaissance Macro entities since 2011 and is involved as CIO and founding member of Sentry Capital LLC, a family investment fund. Degraaf also owns JSD Consulting, advising on business strategy and planning. Renaissance Macro Research provides macro-economic research products to institutional and sophisticated individual clients through subscription services. The firm employs a proprietary methodology combining economic, policy, portfolio-strategy, technical, and quantitative analysis to deliver frequent research reports and multimedia content without managing client assets.

Factor investing / smart beta
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Indraneil D

Series 63, Series 65

Lake Placid, NY

Renaissance Macro Research LLC

Indraneil Dutta is a financial advisor at Renaissance Macro Research LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with affiliated firms including Renmac Advisory, LLC and Renaissance Macro Securities, LLC. Renaissance Macro Research provides macroeconomic research products to institutional and sophisticated individual clients through a subscription model. The firm integrates economic, policy, portfolio-strategy, and technical analysis with quantitative factors to deliver daily reports, weekly analysis, and multimedia content, without managing client assets or offering individual security recommendations.

Factor investing / smart beta
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Eric B

Series 63, Series 65

Lake Placid, NY

Renaissance Macro Research LLC

Eric Boucher is a financial advisor with Renaissance Macro Research LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Renaissance Macro Research since 2011 and is currently employed at Renmac Advisory, LLC. Boucher is also an owner and employee of Renmac Integrated Alpha, a hedge fund investing in large-cap U.S. equities. Renaissance Macro Research provides macroeconomic research products to institutional clients and offers a tiered subscription service for sophisticated individual investors. The firm uses a proprietary methodology combining economic, policy, portfolio-strategy, technical, and quantitative analysis to deliver daily reports, weekly analysis, and multimedia content without managing client assets or providing individual security recommendations.

Factor investing / smart beta
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