Jenna Kozodoy
Freedom Family Office · Jupiter, Florida
Jenna Kozodoy is a fee-only financial advisor at Freedom Family Office in Jupiter, Florida. Freedom Family Office reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Freedom Family Office |
|---|---|
| Based in | Jupiter, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $162.1M across 216 accounts |
| SEC registration | Investment adviser representative in PR · CRD 7250628 |
| Exams passed | Series 65 (2021) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | talktofreedom.com |
| Profile |
How Jenna's firm compares
- Freedom Family Office's average account is about $751,000, from its Form ADV (assets managed divided by 216 accounts).
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Questions about Jenna
Is Jenna Kozodoy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jenna holds no broker registration, and Freedom Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jenna charge for financial advice?
Jenna's firm, Freedom Family Office, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jenna Kozodoy based?
Jenna Kozodoy is based in Jupiter, Florida.
Is Jenna Kozodoy registered with the SEC?
Yes. Jenna Kozodoy is registered as an investment adviser representative in PR (CRD 7250628), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Freedom Family Office manage?
Freedom Family Office reports $162.1M across 216 accounts in assets under management.
How do I contact Jenna Kozodoy?
Through Jenna's website, talktofreedom.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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