UBS Financial Services
47yrs
Top advisor by experience in Plano
22yrs
Jonathan Freeman
Financial advisor at Fisher Investments
Based in Plano, Texas, Jonathan Freeman is a fiduciary financial advisor with 22 years of industry experience. Jonathan has been with Fisher Investments since 2024; before that, Jonathan spent two years at Avantax Advisory Services. Fisher Investments offers financial planning, investment management, and private fund management and is paid through a percentage of assets and performance-based fees.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 7% by experience at Fisher Investments
Office6500 International Parkway Suite 2050, Plano, TX 75093
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$1.66 million
Advisors at the firm2,988
States licensed ?1 state
Services through Fisher Investments
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowFisher InvestmentsCurrent firm
- 2004 – 2006Avantax Advisory ServicesPreviously
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Fisher Investments at 800-851-8845 and ask for Jonathan Freeman. Jonathan works from the Plano, TX office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2004, about 22 years. Top 7% by experience at Fisher Investments.
What licenses does Jonathan hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Fisher Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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