Jerry is a founding member of Freedom Tax and Business Services, LLC and Freedom Financial Services, LLC and is now a consultant to Cheryl Seward, owner of Freedom Tax & Wealth Management Inc and Freedom Wealth Management LLC.
Prior to the of founding Freedom Tax and Financial Services, Jerry owned his own accounting and financial services firm, Style Associates, Ltd., for almost 20 years. Before establishing his own professional practice, Jerry worked for the Port Authority of New York and New Jersey for 7 years.
Jerry received a B.B.A. in Public Accounting at Hofstra University. He is an Enrolled Agent, certified to practice before the Internal Revenue Service: a Certified Financial Planner and a Notary Public. Jerry holds Series 6 (Investment Company Products/Variable Contracts Representative), Series 7 (General Securities Representative), and Series 63 (Uniform Securities Agent State Law Exam) securities licenses through his affiliation with Avantax, and holds a New York State Health, Life and Accident Insurance license. Jerry offers Advisory services through Avantax Advisory Services.SM