Jason Freeman has been CEO/Chief Compliance Officer of JFA Advisors since March 2007, is a control person of the firm and directly owns under 5% of it. Jason Freeman holds a Degree in Finance from East Carolina University.
Jfa Advisors, LLC is a Greenville, SC firm with $175M under management, 365 clients and 1 adviser in one office, as of its May 2026 filing.
Jason Freeman is Chief Executive Officer of J.Freeman & Associates and has more than 25 years of experience in wealth and risk management. He manages financial planning and insurance needs and connects estate planning, legal and accounting relationships, and buying and selling a business.
Jason Freeman’s longest registration is the current one, 17 years at JFA Advisors since 2009. Before joining JFA Advisors in 2009, Jason Freeman was registered through Triad Advisors, Inc.
- International Assets Investment Management, LLC– · under a yearGreenville, SC · Adviser representative · Firm CRD 144426
- J. Freeman & AssociatesCurrent– present · 17 yearsGreenville, SC · Adviser representative · Firm CRD 144039
- Triad Advisors, Inc.– · 3 yearsGreenville, SC · Adviser representative · Firm CRD 25803
Professional designations
Listed by JFA Advisors
- ChFC®
Investment adviser representative registrations
Jason Freeman is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2009; the most recent is Texas, in November 2021.
- South CarolinaSince 8 June 2009
- TexasResidentSince 29 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 10 January 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 February 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 January 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jason Harris Freeman
- CRD
- 2995587
- Firm
- JFA Advisors · CRD 144039
- Role
- CEO/Chief Compliance Officer
- Office
- 8 PELHAM ROAD, Greenville, SC 29615
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 1998
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- j-freeman.com
Where does Jason Freeman work?
Jason Freeman has been CEO/Chief Compliance Officer of Jfa Advisors, LLC since March 2007, and is a control person of the firm.
Is Jason Freeman a financial advisor?
Yes. Jason Freeman has a current investment-adviser registration in South Carolina and Texas, through JFA Advisors since June 2009.
How many years of experience does Jason Freeman have?
Jason Freeman has 28 years in the financial industry, since February 1998, across 3 adviser firms.
What exams has Jason Freeman passed?
Jason Freeman has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in January 1998. FINRA credited Jason Freeman with the SIE, which began in October 2018.
Where did Jason Freeman work before JFA Advisors?
Before JFA Advisors, Jason Freeman was registered through Triad Advisors, Inc., February 2006 to May 2009.
Where is Jason Freeman based?
Jason Freeman’s registered office is in Greenville, SC.
Is Jason Freeman registered with FINRA?
Yes. Jason Freeman has a current broker registration, under CRD 2995587.
Source: FINRA BrokerCheck
How can I verify Jason Freeman’s record?
Search CRD 2995587 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jason Freeman’s full registration record.