AeroLeads people directory · profile
Jonathan Freeman, Cfa, Mba Email & Phone Number
Investment Advisor
at
TD
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Advisor
Location
Toronto, Ontario, Canada
Company size
Who is Jonathan Freeman, Cfa, Mba? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jonathan Freeman, Cfa, Mba is listed as Investment Advisor at TD, a with 1 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Jonathan Freeman, Cfa, Mba.
Jonathan Freeman, Cfa, Mba previously worked as Sales & Trading Associate at Td Securities and Manager, Central Canada - National Sales at Td Asset Management. Jonathan Freeman, Cfa, Mba holds Master Of Business Administration (M.B.A.), Finance; Financial Engineering & Risk Management from University Of Toronto - Rotman School Of Management.
Company email context
Email format at TD
This section adds company-level context without repeating Jonathan Freeman, Cfa, Mba's masked contact details.
TD
Review company-level records connected to Jonathan Freeman, Cfa, Mba before choosing the right outreach path.
Profile bio
About Jonathan Freeman, Cfa, Mba
Jonathan worked in several roles at TD for almost a decade before joining one of the top 3 largest investment advisory groups at TD in the nation. Most recently, at TD Securities Inc., gaining invaluable experience trading a rotating range of asset classes on behalf of the bank and its clients. Jonathan garnered broad-based exposure to the best of the institutional side of the industry, advising pension plans, central banks and large-scale asset managers on topics from macro-economic trends to trade ideas and execution. Prior to his role at TD Securities, Jonathan worked at TD Asset Management, the institutional investment management division of TD Bank. With direct contact to some of the world’s leading portfolio managers, analysts and investment strategists, he provided market outlook commentary and investment strategy advice to clients on behalf of the firm. Jonathan holds an MBA from the Rotman School of Management at the University of Toronto with a major in Finance, specializing in Risk Management and Financial Engineering. Jonathan has earned the Chartered Investment Manager (CIM®) designation, is a Chartered Financial Analyst® (CFA®), and is licensed in options and derivatives by the Investment Industry Regulatory Organization of Canada (IIROC).Jonathan also holds an undergraduate degree from the University of Western Ontario.
Current workplace
Jonathan Freeman, Cfa, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Jonathan Freeman, Cfa, Mba work experience
A career timeline built from the work history available for this profile.
Investment Advisor
CurrentTogether with his direct team, Jonathan provides tailored portfolio management services and holistic wealth planning to over $1.9 Billion of investment assets, comprised of a select group Canadian corporations, charitable organizations and some of Canada's highest net worth families.
Jan 2017 - Present
Sales & Trading Associate
• FX Spot & Options Trading: Flow trading of G10 currencies and managing risk of TD Bank retail portfolio. FX options market making for banks and asset managers; structuring and distribution to commercial and corporate clients. • Institutional Fixed Income Sales: Origination and distribution of government/provincial debt, swaps, asset swaps and interest rate options for institutional clientele of asset managers, pension plans and central banks.• Credit & Precious Metals: Sales &… Show more • FX Spot & Options Trading: Flow trading of G10 currencies and managing risk of TD Bank retail portfolio. FX options market making for banks and asset managers; structuring and distribution to commercial and corporate clients. • Institutional Fixed Income Sales: Origination and distribution of government/provincial debt, swaps, asset swaps and interest rate options for institutional clientele of asset managers, pension plans and central banks.• Credit & Precious Metals: Sales & trading of Canadian corporate bonds and commercial paper, as well as advise on and procure precious metals exposure for a variety of bank clientele. Show less
Aug 2015 - Jan 2017
Manager, Central Canada - National Sales
Acting as a consultant and liaison for the portfolio management team at TD Asset Management, providing market commentary and investment strategy advice to a clientele of investment professionals. Additionally responsible for responsible for the strategic leadership of the Central Canada business development team generating investment analysis, trade ideas and sales strategy for team of 10 direct reports. Recipient of “Leading the Way” Award for Outstanding Performance… Show more Acting as a consultant and liaison for the portfolio management team at TD Asset Management, providing market commentary and investment strategy advice to a clientele of investment professionals. Additionally responsible for responsible for the strategic leadership of the Central Canada business development team generating investment analysis, trade ideas and sales strategy for team of 10 direct reports. Recipient of “Leading the Way” Award for Outstanding Performance (Q42013), (Q12014), (Q42014) Show less
Mar 2014 - Aug 2015
Business Development Manager
Td Asset Management
Communicated the outlook and strategy of TDAM’s Portfolio Managers as a product expert on a wide-array of mandates, such as: investment grade/high yield bonds, Canadian Value oriented equities, low volatility quantitative funds, absolute return mandates and equity option collar strategiesRepresent TD Asset Management as a keynote speaker at investment seminars, conferences and events.
Sep 2011 - Mar 2014
Td Bank Retail - Various Roles
Consistently a top performer promoted to various roles within the bank's retail business involving investment advice, credit adjudication and relationship management.
Oct 2009 - Sep 2011
2 education records
Jonathan Freeman, Cfa, Mba education
Master Of Business Administration (M.B.A.), Finance; Financial Engineering & Risk Management
Honors Double Major, Bachelor Of Arts, M.I.T/ English Language & Lit.
FAQ
Frequently asked questions about Jonathan Freeman, Cfa, Mba
Quick answers generated from the profile data available on this page.
What company does Jonathan Freeman, Cfa, Mba work for?
Jonathan Freeman, Cfa, Mba works for TD.
What is Jonathan Freeman, Cfa, Mba's role at TD?
Jonathan Freeman, Cfa, Mba is listed as Investment Advisor at TD.
Where is Jonathan Freeman, Cfa, Mba based?
Jonathan Freeman, Cfa, Mba is based in Toronto, Ontario, Canada while working with TD.
What companies has Jonathan Freeman, Cfa, Mba worked for?
Jonathan Freeman, Cfa, Mba has worked for Td, Td Securities, and Td Asset Management.
How can I contact Jonathan Freeman, Cfa, Mba?
You can use AeroLeads to view verified contact signals for Jonathan Freeman, Cfa, Mba at TD, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Freeman, Cfa, Mba attend?
Jonathan Freeman, Cfa, Mba holds Master Of Business Administration (M.B.A.), Finance; Financial Engineering & Risk Management from University Of Toronto - Rotman School Of Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial