Jay
Freeberg
Jrf Asset Advisors, LLC
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About this Advisor
Jay Freeberg is a certified financial planner who works in Garden City, New York with a total of 2 years of industry experience. Freeberg is on the advisory team at Jrf Asset Advisors, LLC. Over the course of their career, they have held roles at Jrf Asset Advisors LLC, Bristol Financial Services, Inc, Janover Rubinroit LLC, Katalyst Securities LLC and Jrf Asset Advisors, LLC. Freeberg has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in New York and Texas. Jrf Asset Advisors, LLC is a company headquartered in Garden City, NY. It has $187 million in assets under management across its 515 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 515 customer accounts, just 10% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The business performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services depend on the type of services provided. However, fees charged by Jrf Asset Advisors, LLC can consist of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jrf Asset Advisors, LLC Brokerage Details
$186,684,918
2
515
$362,495
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jay Freeberg Work History
Jay has been registered as a financial advisor for 2 years.*
Katalyst Securities LLC
Jrf Asset Advisors LLC
Jrf Asset Advisors, LLC
Janover Rubinroit LLC
Jrf Asset Advisors, LLC
Bristol Financial Services, Inc
Bristol Financial Services, Inc
Bristol Financial Services, Inc
Bristol Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jay Freeberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jrf Asset Advisors, LLC
Garden City, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
