A complete list of active advisors currently associated with J. Freeman & Associates

Warmer can help you find a great advisor at J. Freeman & Associates or one who fits your needs even better.

JFA Advisors, LLC (doing business as J. Freeman & Associates) serves individuals, small businesses, trusts, estates and high‑net‑worth clients, offering discretionary asset management, financial planning, and retirement plan services. The firm also provides ERISA plan services — including acting as a 3(38) investment manager for 401(k), 403(b), pension, profit‑sharing, cash balance and deferred compensation plans — and may appoint sub‑advisors for client accounts. The firm documents client objectives and builds customized asset allocations using fundamental and technical analysis, monitoring portfolios with at least annual reviews and more frequently as market conditions dictate. JFA’s stated investment toolbox includes options, margin and other leveraged techniques, and it executes discretionary trades on behalf of clients when authorized. Notable distinctions in the brochure include broker‑dealer activity and dual registration of its supervised person (a registered representative at DFPG Investments) and a long‑standing affiliation as an insurance agent (J. Freeman & Associates, Inc.), with disclosure that representatives may receive commissions for insurance or brokerage products. The firm manages roughly $175 million through a single advisory professional across about 345 client relationships—an unusually high client count per advisor—and discloses practices such as fee deductions by custodians and the use of margin or leverage in managed accounts.

To learn more about the advisors currently working at J. Freeman & Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.