Broker Check
Jerome Federlein, CFP®, MBA

Jerome Federlein, CFP®, MBA


Jerome has been in finance for 23 years, since 1992 when he began his career with a Guardian agency after acquiring insurance and series 7 license. His prior career was with the  international development team at Citibank and worked as an independent consultant.  He has always taken a holistic approach to understanding and meeting clients' wants and needs.

As a semi-retired Financial Advisor, Jerry continues to service client portfolios and take part in NFN events.  In his spare time, Jerry enjoys traveling with his wife Nancy, spending time with his five granddaughters, golfing, gardening, and socializing with friends.


Registered Representative & Investment Adviser of Park Avenue Securities