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    Jay Freeberg
       
    Title:
    Partner
       
    Firm Name:
    JRF Asset Advisors, LLC
       
    Location:
     New York City and Garden City, New York
     
    Company Size:
    5
     
     
     
    Services offered:
    Financial Planning , Portfolio Management , Retirement Savings , Stocks/ Bonds , Estate Planning , Life Insurance , Employee Benefits
     
    Qualifications:
      CFP (Certified Financial Planner) , CPA (Certified Public Accountant)
    NASD Series 7, 24, 27, 63, 65
    Certified Divorce Financial Analyst (CDFA)
    Health and Life insurance license
    Certified Mutual Fund Specialist (CMFS)
     
    Minimum Account Size:
    $50,000.00
     
    Fee Structures:
    Asset Based Fee
     
    Years of experience:
    22
     
    Education:
    MBA Finance - NYU; BS Accounting - SUNY Albany.
     
    Age:
    47
     
    Foreign Languages:
    English
     
    Religion:
     
    My value to clients:

    As both a CFP and CPA, I am able to provide you with recommendations that take into account your total financial picture - and clearly identify how they will affect your tax situation, retirement and estate planning.

    We also serve as advisors on numerous company retirement plans - our strength in small business retirement plan advisory services enables us to meet with owners and participants on a regular basis which allows us to better understand client education levels, fears and goals.

    Selected by Reuters as a Top Advisor for 2008.  Selected twice by Medical Economics as Top Advisor for Medical Professionals.
     
    Investment/ Business Philosophy:

    We develop a unique portfolio for each client and each account - depending on risk, time and goals.  We have regular meetings with clients to both review and update the portfolio and the outlook.
     
    Target Clients:
     
    We provide a unique value to business owners, including serving as advisor to their company 401k retirement plan.

    We view their retirement, business and non-retirement assets and develop an overall approach.  By seeing the entire picture, we can better isolate risk and improve returns, while being mindful of the tax effects of each recommendation.
     
    Personal/ Additional Details:
    In addition to my dedication to clients, I enjoy skiing in Colorado and playing tennis.  I have also completed 3 NYC Marathons.
            		 
       
       
     
       
       
       
       
       
       
     
     

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