Jenna Kozodoy has been an investment adviser representative at Freedom Family Office since July 2021, and is not listed among the firm’s executive officers or direct owners. Jenna Kozodoy holds a B.A. from Quinnipiac University.
Freedom Family Office, LLC is a firm with $162M under management, 130 clients and 5 advisers across 4 offices, as of its April 2026 filing.
Jenna Kozodoy is Chief Experience Officer of Freedom Family Office and a licensed Wealth Advisor. She worked at Goldman Sachs before joining Freedom. Earlier she led the 19-person frontline team of Customer Experience Associates at Bridgewater Associates, and she began her business career at the Greater New Haven Chamber of Commerce, where she led Membership Services.
Investment adviser representative registrations
Jenna Kozodoy is registered as an investment adviser representative in Puerto Rico, since July 2021.
- Puerto RicoSince 22 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 May 2021 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7250628
- Firm
- Freedom Family Office · CRD 310275
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- freedomfamilyoffice.com
Where does Jenna Kozodoy work?
Jenna Kozodoy is an investment adviser representative registered through Freedom Family Office, LLC since July 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jenna Kozodoy a financial advisor?
Yes. Jenna Kozodoy has a current investment-adviser registration in Puerto Rico, through Freedom Family Office since July 2021.
How many years of experience does Jenna Kozodoy have?
Jenna Kozodoy has 5 years in the financial industry, since July 2021, across 1 adviser firm.
What exams has Jenna Kozodoy passed?
Jenna Kozodoy passed the Series 65 in May 2021.
Is Jenna Kozodoy registered with FINRA?
No. Jenna Kozodoy has no current broker registration.
How can I verify Jenna Kozodoy’s record?
Search CRD 7250628 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jenna Kozodoy’s full registration record.