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Jennifer Moreland

Chief Financial Officer at Freestone Capital Management

Officer record from the firm’s Form ADVForm ADV filed 29 June 2026

Jennifer Moreland is Chief Financial Officer of Freestone Capital Management, LLC, a Seattle investment adviser.

Role at Freestone Capital Management

Title on Schedule A
Chief Financial Officer
Control
Jennifer Moreland is a control person of Freestone Capital Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jennifer Moreland has held the filed role since November 2012.

The firm

Freestone Capital Management, LLC
Seattle, WA

Form ADV filed 29 June 2026

$14.5B AUM2,994 clients46 advisers5 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Jennifer Moreland is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Jennifer Moreland
CRD
4608174
Firm
Freestone Capital Management, LLC
Record basis
Form ADV officer listing
Firm bio
freestonecapital.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Freestone lists Jennifer Moreland as partner and chief financial officer. Her biography says she previously held roles at the firm including Director of Tax for Alternative Investments. Official firm biography

Education

Common questions

Where does Jennifer Moreland work?

Jennifer Moreland has been Chief Financial Officer of Freestone Capital Management, LLC since November 2012, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 29 June 2026

Leadership at Freestone Capital Management

Sources

  1. IAPD individual lookup, CRD 4608174. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Freestone Capital Management, LLC, filed 29 June 2026. Title, control and ownership bands.
  3. Freestone Capital Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jennifer Moreland or Freestone Capital Management, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.