JFA Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
JFA Advisors reports 365 clients. They include 300 individual clients, 45 high-net-worth individuals, and 15 pension and profit-sharing plans. Of its assets, 100.0% ($175M across 367 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 34% |
| High-net-worth individuals | 12% | 46% |
| Pension and profit-sharing plans | 4% | 10% |
| State or municipal government entities | Fewer than 5 | 2% |
| Insurance companies | Fewer than 5 | 5% |
| Other client typesCorporations and other businesses | 1% | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 300 | $60M | 34.3% | $200K |
| High-net-worth individuals | 45 | $81M | 46.3% | $1.8M |
| Pension and profit-sharing plans | 15 | $17M | 9.7% | $1.13M |
| State or municipal government entities | Fewer than 5 | $3.7M | 2.1% | — |
| Insurance companies | Fewer than 5 | $8.3M | 4.7% | — |
| Corporations and other businesses | 5 | $5M | 2.9% | $1M |
| Total | 365 | $175M | 100% | — |
- Clients
- 300
- Regulatory AUM
- $60M
- AUM share
- 34.3%
- Avg. per client
- $200K
- Clients
- 45
- Regulatory AUM
- $81M
- AUM share
- 46.3%
- Avg. per client
- $1.8M
- Clients
- 15
- Regulatory AUM
- $17M
- AUM share
- 9.7%
- Avg. per client
- $1.13M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.7M
- AUM share
- 2.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $8.3M
- AUM share
- 4.7%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $5M
- AUM share
- 2.9%
- Avg. per client
- $1M
Total
- Clients
- 365
- Regulatory AUM
- $175M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
JFA Advisors charges up to 2.00% a year for its Asset management. The fee is billed in advance, is negotiable and requires an account of at least $500,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA plan services
- Annual fees on plan assets, billed monthly or quarterly in advance, shall not exceed 3.00%; the fee schedule is set out in the ERISA Plan Agreement.
- Financial planning and consulting
- Fixed fee, estimated before the plan and based on complexity; one-time or annual fixed fees generally do not exceed $150,000.
J. Freeman & Associates Inc. owns 75% or more of JFA Advisors. The leadership team of JFA Advisors includes Chief Compliance Officer Jason Freeman. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 2 broker-dealer reps
- 2 insurance agents
- Owns 75% or more of Jfa Advisors, LLC
J. Freeman & Associates Inc.
Control person · since March 2007
- Owns 75% or more of Jfa Advisors, LLC
Jason Freeman
Control person · since March 2007
Besides its headquarters, JFA Advisors has 0 offices, with 1 listed address in 1 state.
South Carolina · 1 listed address
- 8 Pelham Road, GreenvilleHQ
Contact and registration details
- Legal name
- Jfa Advisors, LLC
- Headquarters
- 8 Pelham Road, Greenville, SC 29615
- Website
- j-freeman.com
- Phone
- 864-331-4400
- @j.freeman-&-associates-inc.
- SEC file
- 801-135397
- Structure
- South Carolina LLC
- Fiscal year end
- December
JFA Advisors’ named custodian for separately managed accounts is Charles Schwab ($162M). JFA Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $162M100%
At year end, JFA Advisors’ separately managed accounts were mostly in funds (57%) and stocks (23%).
What the accounts hold
- Stocks23%
- Exchange-traded equities22%
- Non-exchange-traded equities1%
- Funds57%
- Registered funds55%
- Pooled vehicles2%
- Bonds12%
- U.S. government and agency bonds5%
- Investment grade corporate bonds3%
- State and local bonds2%
- High-yield corporate bonds2%
- Cash8%
How many clients does JFA Advisors have?
JFA Advisors has 365 clients and manages $175 million for them, as of May 2026. They include 300 individual clients, 45 high-net-worth individuals, and 15 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 May 2026
What services does JFA Advisors offer?
JFA Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does JFA Advisors charge?
JFA Advisors charges up to 2.00% a year for its Asset management. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Which custodians does JFA Advisors use?
JFA Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $162M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 May 2026
How many financial advisors does JFA Advisors have?
JFA Advisors has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does JFA Advisors invest in?
At the end of its last fiscal year, JFA Advisors’ separately managed accounts held 55% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 8% cash and equivalents, 5% U.S. government and agency bonds, 3% investment grade corporate bonds, 2% state and local bonds, 2% high-yield corporate bonds, 2% pooled vehicles (private funds and similar) and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does JFA Advisors have a minimum investment?
Yes, JFA Advisors’ minimum account size for its Asset management is $500K.
Who owns JFA Advisors?
JFA Advisors’ direct owners are J. Freeman & Associates Inc. (75% or more) and Jason Freeman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 May 2026
How does JFA Advisors get paid?
JFA Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact JFA Advisors?
JFA Advisors’ main office is at 8 Pelham Road, Greenville, SC 29615. Its phone number is 864-331-4400. Its website is j-freeman.com.
