# FREEMAN WILLIAM JAY

FREEMAN WILLIAM JAY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 9 filing roles across Form ADV (9).

## Filings (9)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [RBC ROCHDALE, LLC](https://search.stillhousedata.com/firm/117198) | BOARD MEMBER | NEW YORK, NY |
| — | Form ADV | [RBC SECURITIES, INC.](https://search.stillhousedata.com/firm/103705) | DIRECTOR | LOS ANGELES, CA |
| — | Form ADV | [CLIFFORD SWAN INVESTMENT COUNSEL LLC](https://search.stillhousedata.com/firm/108033) | DIRECTOR | PASADENA, CA |
| — | Form ADV | [LMCG INVESTMENTS, LLC](https://search.stillhousedata.com/firm/149936) | BOARD MEMBER | BOSTON, MA |
| — | Form ADV | [AMBS INVESTMENT COUNSEL LLC](https://search.stillhousedata.com/firm/106381) | BOARD MEMBER | GRAND RAPIDS, MI |
| — | Form ADV | [MID-CONTINENT CAPITAL LLC](https://search.stillhousedata.com/firm/107997) | DIRECTOR | CHICAGO, IL |
| — | Form ADV | [SYMPHONIC FINANCIAL ADVISORS LLC](https://search.stillhousedata.com/firm/135603) | BOARD MEMBER | NEW YORK, NY |
| — | Form ADV | [CONVERGENT WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/143719) | BOARD MEMBER | BEVERLY HILLS, CA |
| — | Form ADV | [CITY NATIONAL ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/111759) | SENIOR VICE PRESIDENT & DIRECTOR | BEVERLY HILLS, CA |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.