Jonathan Freeman, MBA, CEPA

Jonathan Freeman is the company’s Chief Operating Officer and Chief Compliance officer.  Jonathan has spent the last decade in scaling high growth wealth management firms based on his broad experience in consulting, technology, real estate and finance.  

He brings best practices from a variety of industries and the knowledge and experience in how to scale efficiently.  He covers the wealth operations, marketing, finance, client service and human resource capabilities of Presidio.  

With years of experience in the financial services industry, he specializes in creating strategies that align with the evolving needs of clients, whether it’s through tailored wealth management services, comprehensive retirement planning, or advanced investment strategies.

Key highlights of his career include:

• Scaling Wealth Management Firms:  Extensive experience helping wealth management firms grow by increasing revenue, expanding client bases, and enhancing operational efficiency.

• Team Development: Empowering teams by focusing on leadership development and aligning individual strengths with company goals.

• Process Optimization: Process improvement has helped streamline business operations, reducing costs and increasing client satisfaction.

• Technology Integration: Led initiatives to integrate cutting-edge technology solutions that enhance both client experience and internal efficiency.

Whether working with individuals approaching retirement or businesses looking to scale, he focuses on providing holistic, personalized financial plans that help clients transition successfully through different phases of their lives.

Jonathan lives in San Diego with his wife, Joelle, and dog Snoopy.  Their three sons are grown and pursuing the passions in life.   When not focused on growing Presidio, Jonathan enjoys golfing and travel with Joelle.