T: 212-485-1536 | F: 212-485-1537

Jeremy A. Taubes, CLU ®

Vice President, Estate & Business Continuity Planning

Mr. Taubes graduated from Hofstra University in 2001 with a Bachelors degree in Accounting.  He launched his professional career as a hedge fund trader with Puglisi and Company, while attending Hofstra.  During his time at Puglisi, Mr. Taubes gained a direct and hands on knowledge of the securities industry and the financial markets.

In 2004 Mr. Taubes launched his own financial advisory practice focusing on the personal and corporate financial needs of business owners and high net worth families.

Mr. Taubes joined Heritage Strategies in 2010 having known the Founder and Managing Member since 2004.  Mr. Taubes has developed a nationwide network of valued business relationships consisting of industry professionals and private business owners.

Mr. Taubes holds various licenses which include Life, Accident & Health Insurance, Variable Life Insurance & Annuities, Property & Casualty Insurance, General Securities Representative (Series 7) and Uniform Securities Agent State Law (Series 63). He is a Chartered Life Underwriter and Certified Estate Planner. He is pursuing his designation as a certified estate planner.

Mr. Taubes resides in Syosset, New York, with his wife and daughters.