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Podcast: Registered Investment Advisor Podcast
Episode: Growing Operations and Compliance with Centura Wealth
Description: Jonathan Freeman joined Centura Wealth Advisory in July 2018 as Chief Operating Officer and became Chief Compliance Officer in December 2019. Jonathan has a diverse background across a variety of industries that span technology, professional services, consulting practices, real estate, and healthcare. He has been a client of the firm for over 5 years and is passionate about building sustainable companies in high growth periods. His North Star is to be the guide and teacher for others to achieve their ultimate potential in life, and to serve his community by sharing how everyone’s responsibility is to care for our natural environment so...