Jessica Freeman
Investment Portfolio Associate 845-512-1122Jessica joined The Mahoney Group of Raymond James in 2018 as a Client Service Associate before transitioning to Investment Portfolio Associate. She holds the Series 7 and 66 securities licenses and is a CFA® Level II Candidate (Chartered Financial Analyst®). She works closely with the team to create Financial Goal Plans and analyze client portfolios.
Jessica is a Rockland County native and graduate of St. Thomas Aquinas College. She was a member of the Honors program while earning a bachelor’s degree in Finance with a minor in Economics. Jessica was the Secretary of the Delta Mu Delta International Business Honor Society and Vice President of the Finance and Investment Club.
Jessica lives in Rockland County, New York and is active in the Help Me Love Haiti charity. In her free time, Jessica enjoys baking, reading, and painting.