Jeremy Isleman

Jeremy Isleman

Financial Advisor

Jeremy joined J&G Associates, Inc. in December of 2019. His investment experience, attention to detail and ability to assist clients with their goals of building financial freedom made him a great addition to the team.  He works with clients to establish financial strategies and implement solutions to help build, preserve, protect, and pass along their assets. With over 10 years in the financial services industry, he has devoted his career to maintaining the highest standards of integrity and professionalism. He continually strives to become a trusted lifetime resource for each and every client he works with and is there for his clients every step of the way.

In his free time, Jeremy enjoys traveling, eating good food, drinking wine, playing golf and and going to the beach.  But what he enjoys most of all is spending time with his wife, Lauren, two young sons, Landon and Hunter, and of course, his "fur baby", Lola.  

 
Jeremy's services include:
• Investment Management
• Retirement Accumulation Strategies
• Retirement Income Strategies 
• 401(k) Rollovers
• IRA Consolidation
• Pension Payout Planning
• Life Insurance Strategies
• Estate Conservation Strategies
• Business Continuation and Succession Planning

 
Qualifications
• FINRA Series 6, 7, and 63 Licensed
• Investment Adviser Representative (IAR) in the state of New York
• Long Island University, B.S. Business Administration, 2004-2008
• Career Builder Of The Year, 2013**
• Presidents Club, 2014**
                                           

To Schedule an appointment with Jeremy, please click here.

**Awards listed are not based on investment performance or client experience and do not predeict the recipient's future results.

 

Phone (516) 394-2508
Fax (631) 777-7637
Mobile Phone (516) 537-3538