Jim Hayne
Freedom Wealth Management

1340 E Route 66 Suite #105
Glendora, CA 91740

Helping Investors Seek Financial Independence

Freedom Wealth Management | Financial Advisor in Glendora ,CA

About Freedom Wealth Management

Freedom Wealth Management is an independently owned financial consulting firm with more than 10 year of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.

Whether you are just starting to save for your future, or are a seasoned investor, Freedom Wealth Management has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs ... that's one benefit of an independent perspective.

11 Years of Experience


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General Information

Insurance License#:   Ca Insurance Lic # OC78918
Name of Broker/Dealer:   First Allied
Name of Custodial Firm:   Pershing LLC
States Licensed in:   CA, CO, FL, KY, NJ, NC, SC, WA, WI
Number of Years with Current Firm:   1
Work Experience:   Morgan Stanley
Edward Jones
First Allied
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


Services

Investment Types:   Alternative Investments , Stocks , Mutual Funds , Bonds , Options & Futures , Commodities , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Annuities , Insurance , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Disability , Health , Long Term Care , Variable Annuity , Variable Life , Life
Financial Organization Memberships:   Financial Members Institute
Non-Financial Organization Memberships:   Rotery International


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   50,000
Compensation Methods:   Commissions , Hourly , Flat Fee


Jim Hayne

Jim Hayne

AAMSŪ

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM