Jay E Hochheiser

Current Employers

Employment History

• 04/1996 → 03/2021
  The Guardian Life Insurance Company
  Woodbury, NY
• 05/1999 → 05/2025
  Park Avenue Securities Llc
  Woodbury, NY
• 03/2008 → 07/2020
  Guardian Life Insurance
  Tarrytown, NY
• 03/2021 → 05/2025
  Guardian Life Insurance Company
  Melville, NY
• 09/2000 → Present
  Hochheisesr Deutsch & Co Inc.
  Melville, NY
• 01/2020 → Present
  Hd Insurance Services
  Melville, NY
• 05/2025 → 09/2025
  Avantax Investment Services, Inc.
  Melville, NY
• 05/2025 → 09/2025
  Avantax Insurance Agency Llc
  Melville, NY
• 05/2025 → 09/2025
  Avantax Advisory Services
  Melville, NY
• 09/2000 → Present
  Hochheiser Deutsch & Co Inc.
  Melville, NY
• 01/2020 → Present
  Hd Insurance Services-Dba
  Melville, NY
• 03/2021 → Present
  Retirement Plans Consulting
  Melville, NY
• 01/2025 → Present
  Outside Insurance Sales
  Melville, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Melville, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-05-09 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Melville, NY
• 2003-01-27 → 2025-05-09
  Park Avenue Securities Llc
  Woodbury, NY
  New York, NY
  Tarrytown, NY
  Woodbury, NY
  New York, NY
  Melville, NY

Other Businesses

THE ENTRPRENUER'S GUIDE TO ACHIEVING FINANCIAL FREEDOM BOOK POS: author NATURE: I may receive royalties from book sales INV RELATED: No NUMBER OF HRS: 0 SEC TRDNG HRS: 0 START DATE: 08/18/2016 ADDR: One Huntington Quadrangle, Suite 2s14, Melville NY 11747, United States DESC: Most copies of the book are given away for free. The book is listed for sale on amazon and the royalties and earnings are not enough to buy myself a Starbucks coffee. lol. HD INSURANCE SERVICES-DBA POS: owner NATURE: This is where the revenue from the outside business activities of fixed insurance sales and renewals get deposited. There are business expenses paid out of this bank account as well. INV RELATED: No NUMBER OF HRS: 20 SEC TRDNG HRS: 20 START DATE: 01/01/2020 ADDR: One Huntington Quadrangle, Suite 2s14, Melville NY 11747, United States DESC: same as selling fixed insurance oba CO- EXECUTOR FOR MY PARENTS POS: executor NATURE: upon the passing of my parents to aid in transfering the estate to the heris, paying all debts of the estate and dealing with the final tax returns etc... INV RELATED: No NUMBER OF HRS: 0 SEC TRDNG HRS: 0 START DATE: 02/01/2022 ADDR: One Huntington Quadrangle, Suite 2s14, Melville NY 11747, United States DESC: when they pass away to deal with the estate issues OUTSIDE INSURANCE SALES POS: licensed agent/broker NATURE: selling life insurance, Long term care & disability insurance outside of Avantax's insurance channels INV RELATED: No NUMBER OF HRS: 20 SEC TRDNG HRS: 20 START DATE: 01/01/2025 ADDR: One Huntington Quadrangle, Suite 2s14, Melville NY 11747, United States DESC: Shopping for various coverages, assiting the client with the application and underwritting process. Explaining the ways the various policies work and formulating the most suitable types and amount of insurance for their particular situation. CHILDREN"S MEDICAL FUND OF NY(CMF) POS: board member NATURE: Help the charity with events to raise money for the charity that does amazing things for childen and their families. INV RELATED: No NUMBER OF HRS: 2 SEC TRDNG HRS: 2 START DATE: 02/12/2017 ADDR: One Huntington Quadrangle, Suite 2s14, Melville NY 11747, United States DESC: Help to advise the executive board with ideas for the annual gof outing etc,,, HOCHHEISER DEUTSCH & CO INC. POS: CEO NATURE: Financial Planning This my dba that my wealth management business runs thru for tax purposes and branding. It is set up as an s-corp. INV RELATED: Yes NUMBER OF HRS: 170 SEC TRDNG HRS: 130 START DATE: 09/14/2000 ADDR: One Huntington Quadrangle, Suite 2S14, Melville NY 11747, United States DESC: This my dba that my wealth management business runs thru for tax purposes and branding. It is set up as an s-corp. RETIREMENT PLANS CONSULTING POS: consultant NATURE: Assist 3 third part administrators(TPAs) with the clerical aspects of our retirement plans. Economic group pension services, Long Island Employee Benefits, UB Pensions INV RELATED: No NUMBER OF HRS: 5 SEC TRDNG HRS: 5 START DATE: 03/01/2021 ADDR: One Huntington Quadrangle, Suite 2s14, Melville NY 11747, United States DESC: Assist 2 third part administrators(TPAs) with the clerical aspects of our retirement plans at year end, and to help them have the data to prepare for the acuarial work they do for the 5500 filings. HOCHHEISER DEUTSCH PROTECTION INC POS: president NATURE: This was the entity that used to receive fixed insurance commissions. It has not been used for several years, and was supposedly disolved by my cpa & attorney. I did find out out that there are steps still needed to finish disolving this. It has not been used in any capacity for over 3 or more years. INV RELATED: No NUMBER OF HRS: 0 SEC TRDNG HRS: 0 START DATE: 01/01/2019 ADDR: One Huntington Quadrangle, Suite 2s14, Melville NY 11747, United States DESC: none

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-29
• S63 Uniform Securities Agent State Law Examination
  1985-09-06

Designations

Other Names

• Jay Eric Hochheiser
• Jay E Hochheiser
• Jay Hochhesier