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J. FREEMAN & ASSOCIATES
JFA ADVISORS, LLC
CRD 144039 · SEC 801-135397
8 PELHAM ROAD, GREENVILLE, SC, 29615, United States
Phone
864-331-4400
Fax
864-331-4401
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$175.0M
Discretionary AUM
$175.0M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 300 | $60.0M |
| High net worth individuals | 45 | $81.0M |
| Pension/profit sharing plans | 15 | $17.0M |
| Corporations/business entities | 5 | $5.0M |
States served
SC, TX, NH
All web addresses on file
Official SEC filing: View on IAPD