Jonathan Jacob Wittlin
Investment adviser representative at Freestone Capital Management, LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$14.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Freestone Capital Management, LLCOct 2023 to now
- Parallel Advisors, LLCJul 2019 to Oct 2023
- Lenox Wealth AdvisorsApr 2018 to May 2019
- Lenox Advisors, Inc.Feb 2008 to Apr 2018
- MassmutualFeb 2008 to Apr 2018
- MML Investors Services IncFeb 2008 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
Freestone Capital Management, LLC
$14.5BAssets managed
2,994Clients
66Advisers
18 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
- 5005623
- Firm CRD
- 145711