# QUALIFIED PLANNING

> FINRA firm 304788 · ACTIVE · SAN DIEGO, CA

## Key facts

- **FINRA firm ID:** 304788
- **Firm name:** QUALIFIED PLANNING
- **Other names:** FREEDOM INSURANCE SOLUTIONS, INC. DBA J.R. FINANCIAL & INSURANCE SERVICES, STRATEGY SQUAD, QUALIFIED PLANNING, IRA SOLUTIONS, INC.
- **Investment Adviser scope:** ACTIVE
- **Branches:** 2
- **Has disclosure events:** No
- **Headquarters:** SAN DIEGO, CA, 92108, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/304788

## Citation

> FINRA BrokerCheck, firm 304788 (QUALIFIED PLANNING). Retrieved via AI Analytics 2026-05-20 from https://api.ai-analytics.org/broker/304788.

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