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. This communication is strictly intended for individuals residing in the states of AL, CA, FL, GA, IL, IN, KS, MI, NV, NM, NY, NC, OH, OK, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Privacy Policy

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