SourcingSourcing

JFA ADVISORS, LLC

B55
CRD 144039·SEC 801-135397·GREENVILLE, SC
AUM
$175.0M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$525K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JFA ADVISORS, LLC
CRD
144039
SEC file #
801-135397
EIN
—
DBA names
J. Freeman & Associates

Economics

AUM
$175.0M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other300
Individuals High Net Worth45
Pension Profit Sharing Plans15
Corporations5

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
GREENVILLE SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/23/2026
ADV-W filed at
—
Website
linkedin.com/company/j.freeman-&-associates-inc.(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
J. FREEMAN & ASSOCIATES INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
J. FREEMAN & ASSOCIATES INC.
FREEMAN, JASON, HARRIS
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (1)

1
FREEMAN, JASON, HARRIS
IAR · Executive Officer · 2.5%
2995587