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J. FREEMAN & ASSOCIATES

GREENVILLE, SC · CRD 144039 · IAPD ↗ · 864-331-4400

$175.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — J. FREEMAN & ASSOCIATES notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
March 2026 — J. FREEMAN & ASSOCIATES (GREENVILLE, SC) is newly SEC-registered with $175.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.