Our Qualifications

Jay H. Freeberg is a Certified Financial Planner, Certified Public Accountant, Certified Divorce Financial Analyst, and an Accredited Wealth Management Advisor.  He has his Masters in Finance from New York University and graduated magna cum laude from the State University of New York at Albany.  Mr. Freeberg has worked at large firms, including Shearson Lehman and Deloitte & Touche, as well as being in a family-run practice for more than ten years.

Mr. Freeberg was recently seen on NBC discussing market volatility.  Mr. Freeberg was selected by Reuter's as a 2008 Top Advisor.  Jay was also selected by Medical Economics magazine in August 2000 and December 2002 as one of the best 150 financial advisors for doctors in the United States.
 
Mr. Freeberg has significant financial planning experience and holds numerous Financial Industry Licenses, including:
  • General Securities Principal (Series 24)
  • General Securities Representative (Series 7)
  • Financial and Operations Principal (Series 27)
  • Passed the Uniform Securities Agent State Law (Series 63)
  • Passed the Uniform Investment Advisor Law (Series 65) examinations
  • Life Accident & Health - Variable Life/ Life Annuities

Mr. Freeberg is a member of the American Institute of Certified Public Accountants and served as chairperson of the Personal Financial Planning Committee for the New York State Society of Certified Public Accountants (NYSSCPA). He is an an active member in the International Association for Financial Planning, NYSSCPA's Medical Professionals Committee and has lectured at several NYSSCPA chapter meetings and various community groups.  Jay enjoys skiing, tennis, softball and has completed 2 NYC Marathons under 4 hours and 1 NYC Triathlon.

Jennifer Reinkraut serves as both a client and sales associate for JRF Asset Advisors, LLC, primarily working with retirement plans.  Jennifer works closely with clients to ensure all retirement plan goals and requirements are met.  She has been in the financial services industry since 1988.  Jennifer has coordinated investment reviews, established account documentation and trained clients on investment platform software.  Jennifer lives in Plainview with her family and enjoys attending her son's baseball games.

Denise Koches joined our firm in April 2015.  Denise has worked over 15 years in client service and support at both Bear Stearns and Merrill Lynch.  She possesses a strong knowledge of investment products and procedures which enable her to easily and effectively communicate with clients.