Jay H. Freeberg, CPA, CFP®, CDFA, AWMAPartner Emeritus
From financial planning to guiding clients through complicated and often unexpected events affecting their lives and businesses, Jay Freeberg has been a trusted financial advisor, negotiator and confidante for more than 30 years. Clients depend on Jay to manage their tax, accounting, growth and liquidity matters, and they rely on his direction when facing sudden wealth acquisition, partner disputes, buyouts, business sales, divorces, retirement or death in the family. His wide-ranging expertise and his multiple licenses and certifications allow him not only to focus on transaction details but also to keep a vigilant eye on every client’s financial big picture.
Jay is the managing member of JRF Asset Advisors LLC. Through JRF, he serves as an investment advisor and manages more than $150 million in client assets. He holds numerous FINRA securities licenses, including Series 7, 24, 27, 63 and 65, and a Life, Accident and Health license. He is also active in the wider accounting community, serving on the board of INAA.
As an industry thought leader, Jay has contributed articles to or been quoted in publications including Private Wealth Magazine, The Washington Post, Journal of Accountancy, CFA Magazine, The CPA Journal and Divorce Magazine’s blog. He has been selected by Medical Economics as one of the best 150 financial advisors for medical professionals in the country, recognized by Reuters as a Top Financial Advisor and called to testify as a financial expert witness in several business and divorce litigation proceedings.
Previously, Jay was a financial consultant at Shearson Lehman, and he began his career at Deloitte & Touche. He received his Master of Business Administration degree in Finance from New York University and his Bachelor of Science degree in Accounting from the State University of New York, Albany.
Jay and his wife live in New York City and have two grown children. He serves on several boards, is an advisor for Hugh O’Brian Youth Leadership and has been a judge for the New York University Stern School of Business $300,000 Entrepreneurs Challenge for the last several years. An avid runner, Jay has completed three New York City Marathons, the NYC Triathlon and a Tough Mudder. He also enjoys tennis, skiing and travel.