Jenna Kozodoy
Investment adviser representative at Freedom Family Office, LLC
13 yearsExperience
1 stateRegistered in
$162.1MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Freedom Family Office, LLCJul 2021 to now
- Goldman SachsApr 2020 to Jul 2021
- Bridgewater AssociatesApr 2017 to Apr 2020
- Greater New Haven Chamber of CommerceSep 2013 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (PR).
Freedom Family Office, LLC
$162.1MAssets managed
130Clients
5Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7250628
- Firm CRD
- 310275