Boca Raton, FL
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jay provides accounting and tax services through Jay H Freeberg CPA/Onyx Financial Services, dedicating about 10-20% of his time. He also works as a Fractional CFO for Oncology Ventures, spending a few hours per week on this investment-related activity.