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.

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 2025, JMR Financial Services merged with KM Capital Group, Inc. and Jeff joined KM Capital full time as a Wealth Advisor.

Jeff holds numerous investment, advisory and insurance licenses. The licenses include series 7, 63, (both 1985) and 65 (1999) held through LPL Financial 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.  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.