Jeffry M. Rosen, CLU, ChFC


Jeffry M. Rosen is a third-generation business owner who started his own career working in the insurance field. He received his first license in 1983 and founded JMR Financial Services in 2005, in Lake Success, New York.

Jeff's lifelong experience as a business manager, combined with his professional expertise in insurance, benefits each client at JMR Financial Services. His personal experience helping his wife navigate cancer treatment, from 2003 until her death in 2005, adds to his understanding of how financial products like insurance can help people maintain dignity and security in difficult times.

He was a founder and managing member of BCP Enterprises, Smart Media Ventures, Smart Media Solutions, and Cars Magazine, a publishing business for new and used car advertising that published 9 magazines in three states. Under his management, starting in 2005, BCP grew to $5 million in annual sales and expanded from one employee to more than 30 at the time he sold his interests.

In addition to founding and managing JMR Financial Services, Jeff was an early investor in Realty Connect USA, a full-service real estate brokerage and advisory firm specializing in the purchase, sale, rental and marketing of residential and commercial properties, with more than 800 agent associates when he sold his interests.

Jeff holds numerous investment, advisory and insurance licenses. The licenses include series 7, 63, (both 1985) and 65 (1999) as well as life, accident and health, variable life, variable annuities, property and casualty, and life settlements. He holds Chartered Life Underwriter (CLU, 1991) and Chartered Financial Consultant (ChFC, 1992) designations from The American College of Financial Services. He also serves as the treasurer of The Shelter Connection, a volunteer organization located at the Town of North Hempstead Animal Shelter in Port Washington, New York. He lives in Syosset, New York, where he enjoys working out and biking. He has run three marathons, including two in New York City and at Walt Disney World Resort in Florida.