Jeffrey B Stolberg

Current Employers

Employment History

• 10/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 03/1981 → Present
  Jbs & Associates Accountants & Conultants, Inc.
  Lincolnwood, IL
• 10/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

JP MANAGEMENT, REAL ESTATE, RENTAL, OWNER/PARTNER, START 12.1991, 10 HRS PER MO. JBS AND ASSOCIATES, ACCOUNTANTS AND CONSULTANTS INC, ACCOUNTANT AND TAX PREPARER, OWNER, START 3.1981, 250 HRS PER MO, 7500 PER MO. 3700 W. DEVON ASSOCIATES, REAL ESTATE HOLDING, RENTAL, START 08.1999, 1 HR PER MO. 3700 MANAGEMENT INC, EMPLOYEE LEASING, ONE THIRD OWNER, PRESIDENT, START 01.2004, 10 HRS PER MO. REAL ESTATE OWNER OF CONDOMINIUM, CO OWN WITH DAUGHTER JILLIAN STOLBERG AS SECOND RESIDENCE, START 11.2017, NO COMP. TRUSTEE OF THE FOLLOWING TRUSTS, THE BONNY LEVY INHERITANCE TRUST. NEMTZOW TRUST UAD 08/10/2004, TRUSTEE, ASSUMED ROLE OF CO-TRUSTEE UPON THE DEATH OF ONE OF THE TRUSTEES, THIS CLIENT IS A TAX CLIENT AND DOES NOT INVEST WITH Equitable, THE OTHER TRUSTEE IS 93 AND WHEN SHE PASSES THE TRUST COMPLETELY DISPERSED, START 12.2016, 1 HR PER MO., 100 YEARLY COMP. JBS INHERITANCE TRUST, TRUSTEE AND BENEFICIARY, PERSONAL LIVING TRUST TO HOLD INHERITANCE FROM PARENTS, PURCHASE ANNUITY AND OPENED BROKERAGE ACCT. WILLIAM AND ELLEN GREENGOSS, SECOND SUCCESSOR EXECUTOR AND TRUSTEE, SECOND NAMED AS SUCCESSOR TRUSTEE OF THEIR ESTATE AND TRUSTS, START 12.2020. JOHN MCKNIGHT AND MARSHA BARNETT LIVING TRUST, TRUSTEE/EXECUTOR, EXERCISE TRUST UPON DEATH, START 11.2024. TRUSTEE OF NON EQUITABLE CLIENT WHO PASSED AWAY 10/21/21, WILL BE COMPED FOR ALL WORK PERFORMED AT ACCOUNTING FIRMS HOURLY RATES.

Exams

• S66 Uniform Combined State Law Examination
  2000-07-11