From serving lunches for a local charity to hitting the links with a client, Jonathan Freeman, CFP®, CFA, CIMA®, has always been drawn to people. Quick with a quip or a word of encouragement, Jonathan effortlessly forges connections with those he encounters, and this quality has served him well as a Financial Advisor. Clients sense he genuinely cares about their future, and that concern is reflected in the ideals and values of Stonebridge Financial Group.
Jonathan and partner Brian McCarver formed Stonebridge, originally known as McCarver Freeman Wealth Management, in 2009, seven years after they began working together at The Rohrbaugh Group. Jonathan and Brian push their team to offer the highest degree of client service while demonstrating integrity and professionalism.
As one of the Directors of Stonebridge Financial Group, Jonathan helps individuals, families, corporations and nonprofits achieve their financial goals through disciplined investment strategies that emphasize risk-adjusted returns and cost and tax efficiency. He works closely with clients to articulate their aims and implement plans to fulfill the objectives formulated by Stonebridge’s investment strategies committee.
Jonathan entered the financial services industry after graduating from Bucknell University in 1996, working in operations and on the trading desk with Fidelity Investments in Boston. He later served as a trader at Gary Goldberg & Company and a Technical Analyst at Prudential Investments. In January of 2002, he joined The Rohrbaugh Group at Prudential Securities, which later became Wachovia Securities and then Wells Fargo Advisors.
Jonathan has attained the Certified Financial Planner® (CFP®), Chartered Financial Analyst (CFA) and Certified Investment Management Analyst?®(CIMA®) designations.
He and his wife, Andrea, have two daughters. Jonathan believes strongly in supporting his community and giving back by volunteering for Downtown Daily Bread and M28 Ministries, mentoring a Little Brother with Big Brothers Big Sisters, serving on the board of Feel Your Boobies® Foundation, and hosting a child through the Fresh Air Fund.