Jonathan Yuri Freeman
Investment adviser representative at Presidio Capital Management, LLC
10 yearsExperience
1 stateRegistered in
$498.9MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Presidio Capital Management, LLCJan 2025 to now
- Entrewealth, LLC dba Socha Capital Wealth StrategiesMay 2024 to Jan 2025
- Axxcess Wealth Management, LLCApr 2024 to Jan 2025
- Ccg Wealth Management LLC dba Centura Wealth AdvisoryJul 2018 to Apr 2024
- UnemployedJan 2018 to Jul 2018
- RelationedgeSep 2016 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Presidio Capital Management, LLC
$498.9MAssets managed
351Clients
10Advisers
4 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
- 6995923
- Firm CRD
- 304501