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Jared Finkelstein, CFBS, CLTC

Jared Finkelstein, CFBS, CLTC

Founder and President

Jared founded IWS to provide his clients with sophisticated estate, insurance and pension strategies as part of a boutique, high-touch financial services firm.  In addition to his work with affluent individuals and families on risk management and estate planning, Jared provides business owners with services to help them with financial protection, employee and executive benefits, and business succession planning.

Jared is a a graduate of Emory University with a Bachelor's in Business Administration.  He has continued his industry education by earning a Certified Family Business Specialist (CFBS) and Certified in Long Term Care (CLTC) designations from The American College.  Jared is recognized as a leader in the industry and in 2014 he was elected to the Forum 400 ( ) based on his reputation and professional accomplishments.

Jared resides in New York City on the Upper East Side of Manhattan where he is a longtime New York Rangers and Jets fan.

622 Third Avenue, 9th Floor
New York, NY  10017
Tel:  (646) 867 8320 
Cell:  (551) 427 8328
Fax:  (888) 972 7783


License State and Number:  CA #0F25310, CT #002244445, DC #3000158852, FL #P091499, GA #3111738, IL #8297014, IN #3418779, MA #2043166, MD #3000004681 MI #8297014, NC #8297014, NJ #1028157, NM #8297014, NY #LA-534705, OH #1164387, OR #8297014, PA #551741, TX #1651128, VA #838420