Jamie Freeman, CFP®, AIF®

A native of the Sarasota-Bradenton area, Jamie served 6 years in the U.S. Navy before attending The Ohio State University for his B.A. and M.A. degrees. Jamie taught high school English for six years before starting his career in finance. He has over 20 years of experience as a financial advisor and works closely with his clients to develop a personalized financial strategy. He and his wife, Michelle, have been married for over 35 years and have six sons and one daughter, the youngest of the seven.

CFP EDITED
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Jamie’s diverse background and experience as a former teacher and Florida Retirement System (FRS) employee has strengthened his ability to educate and assist his clients, providing expertise in the FRS, DROP, and employee benefits. Jamie is a CERTIFIED FINANCIAL PLANNER™ / CFP® professional and an Accredited Investment Fiduciary® (AIF) Designee.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. 

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Form CRS: Client Relationship Summary