Joseph Andrew Freeman
Investment adviser representative at Adolos Asset Management
35 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$241.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
35 years in the industry.
- Adolos Asset ManagementAug 2021 to now
- Wachovia Bank, N.A.Jun 1991 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (NC).
Adolos Asset Management
$241.8MAssets managed
52Clients
1Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3255969
- Firm CRD
- 315505