David Mosenson
President
The firm’s founder and president, David has a formidable credential, having been a leading life-insurance producer for many companies during a 40-year career in financial services. He works vigorously to protect clients through a comprehensive holistic approach, uncovering unique challenges, and delivering tailored solutions and strategies.
David’s professional intensity comes from a lifetime of competitive basketball, which include playing Division One at Lafayette College; and captaining the USA Gold Medal basketball team in the 1977 Maccabian Games in Israel. This culminated with a contract to play professionally in Israel the following year.
His compassionate nature, charitable endeavors, and understanding of clients’ family challenges comes from personal tragedies. Having lost his oldest child in a car accident, David and his wife Gayle helped to build the Jeffrey Mosenson Center for Trauma and Emergency Medicine. Located at the Nassau County Medical Center, the trauma center trains volunteer firemen, policemen, EMTs and paramedics.
David has a B.S. degree in Economics from Lafayette College and is a Registered Representative of HTK.
Jonathan B. Mosenson
Vice President
Jonathan entered the insurance business at the age of 18. He officially joined the J&G Associates family in 2007, quickly working his way up to vice president, while being one of the industry’s leading advisors.
He’s developed his business focus around identifying, and helping address the needs of individuals, families, and businesses owners. Jonathan holds a unique specialty in designing cutting-edge, multigenerational strategies for high-net-worth worth families, and has received many awards from leading life-insurance companies such as Principal Life and Penn Mutual. His passion and client commitment is at the core of his business philosophy and motivates him daily. He is a Registered Representative of HTK.
Prior to joining J&G Associates, Jonathan attended Towson University and Hofstra University. He was an Olympic athlete as a member of the Team USA Men’s Inline Hockey team from 2008-2012 and 2014-2017 where he was a six-time World Champion, Pan American Champion, and World Games Champion. He was also a member of the Team USA Junior Men’s Inline Hockey team from 2002-2005, where he was a three-time World Champion. With a background in professional sports, Jonathan has been able to help propel J&G Associates into the excitement of the sports-and-entertainment world.
Jonathan and his wife, Monica, recently welcomed their first son, Jake, into the world, and have already read him his first financial literacy book, thus preparing the 3rd generation to join the family business.
David Mosenson
President
The firm’s founder and president, David has a formidable credential, having been a leading life-insurance producer for many companies during a 40-year career in financial services. He works vigorously to protect clients through a comprehensive holistic approach, uncovering unique challenges, and delivering tailored solutions and strategies.
David’s professional intensity comes from a lifetime of competitive basketball, which include playing Division One at Lafayette College; and captaining the USA Gold Medal basketball team in the 1977 Maccabian Games in Israel. This culminated with a contract to play professionally in Israel the following year.
His compassionate nature, charitable endeavors, and understanding of clients’ family challenges comes from personal tragedies. Having lost his oldest child in a car accident, David and his wife Gayle helped to build the Jeffrey Mosenson Center for Trauma and Emergency Medicine. Located at the Nassau County Medical Center, the trauma center trains volunteer firemen, policemen, EMTs and paramedics.
David has a B.S. degree in Economics from Lafayette College and is a Registered Representative of HTK.
Jonathan B. Mosenson
Vice President
Jonathan entered the insurance business at the age of 18. He officially joined the J&G Associates family in 2007, quickly working his way up to vice president, while being one of the industry’s leading advisors.
He’s developed his business focus around identifying, and helping address the needs of individuals, families, and businesses owners. Jonathan holds a unique specialty in designing cutting-edge, multigenerational strategies for high-net-worth worth families, and has received many awards from leading life-insurance companies such as Principal Life and Penn Mutual. His passion and client commitment is at the core of his business philosophy and motivates him daily. He is a Registered Representative of HTK.
Prior to joining J&G Associates, Jonathan attended Towson University and Hofstra University. He was an Olympic athlete as a member of the Team USA Men’s Inline Hockey team from 2008-2012 and 2014-2017 where he was a six-time World Champion, Pan American Champion, and World Games Champion. He was also a member of the Team USA Junior Men’s Inline Hockey team from 2002-2005, where he was a three-time World Champion. With a background in professional sports, Jonathan has been able to help propel J&G Associates into the excitement of the sports-and-entertainment world.
Jonathan and his wife, Monica, recently welcomed their first son, Jake, into the world, and have already read him his first financial literacy book, thus preparing the 3rd generation to join the family business.
Joanna Mosenson
CEO/COO
Through demanding professional tenures in both the USA and Australia in social services, sports organizations, and universities, Jo deepened her skills in program coordination, creative thinking, problem solving, corporate process, fundraising, and marketing.
She joined J&G Associates as a business management consultant in February of 2020, and quickly ascended to her previous title, Director of Operations and Business Management a few months later. She has since taken the reigns of the company in her current role of CEO/COO of the company. Joanna is responsible for the firm’s day-to-day operations. The firm relies on her considerable skill set to oversee practices and procedures. This includes strategic planning, database management, process creation, marketing, financial reporting, and more.
Jo graduated Miami University in Ohio with a B.S. in Athletic Training, where she competed in gymnastics all four years. She is currently advancing her education at Flinders University in Adelaide, Australia where she is obtaining an MBA in Marketing. Her many passions include world travel, photography, and gourmet coffee.
David Mosenson
President
The firm’s founder and president, David has a formidable credential, having been a leading life-insurance producer for many companies during a 40-year career in financial services. He works vigorously to protect clients through a comprehensive holistic approach, uncovering unique challenges, and delivering tailored solutions and strategies.
David’s professional intensity comes from a lifetime of competitive basketball, which include playing Division One at Lafayette College; and captaining the USA Gold Medal basketball team in the 1977 Maccabian Games in Israel. This culminated with a contract to play professionally in Israel the following year.
His compassionate nature, charitable endeavors, and understanding of clients’ family challenges comes from personal tragedies. Having lost his oldest child in a car accident, David and his wife Gayle helped to build the Jeffrey Mosenson Center for Trauma and Emergency Medicine. Located at the Nassau County Medical Center, the trauma center trains volunteer firemen, policemen, EMTs and paramedics.
David has a B.S. degree in Economics from Lafayette College and is a Registered Representative of HTK.
Jonathan B. Mosenson
Vice President
Jonathan entered the insurance business at the age of 18. He officially joined the J&G Associates family in 2007, quickly working his way up to vice president, while being one of the industry’s leading advisors.
He’s developed his business focus around identifying, and helping address the needs of individuals, families, and businesses owners. Jonathan holds a unique specialty in designing cutting-edge, multigenerational strategies for high-net-worth worth families, and has received many awards from leading life-insurance companies such as Principal Life and Penn Mutual. His passion and client commitment is at the core of his business philosophy and motivates him daily. He is a Registered Representative of HTK.
Prior to joining J&G Associates, Jonathan attended Towson University and Hofstra University. He was an Olympic athlete as a member of the Team USA Men’s Inline Hockey team from 2008-2012 and 2014-2017 where he was a six-time World Champion, Pan American Champion, and World Games Champion. He was also a member of the Team USA Junior Men’s Inline Hockey team from 2002-2005, where he was a three-time World Champion. With a background in professional sports, Jonathan has been able to help propel J&G Associates into the excitement of the sports-and-entertainment world.
Jonathan and his wife, Monica, recently welcomed their first son, Jake, into the world, and have already read him his first financial literacy book, thus preparing the 3rd generation to join the family business.
Joanna Mosenson
CEO/COO
Through demanding professional tenures in both the USA and Australia in social services, sports organizations, and universities, Jo deepened her skills in program coordination, creative thinking, problem solving, corporate process, fundraising, and marketing.
She joined J&G Associates as a business management consultant in February of 2020, and quickly ascended to her previous title, Director of Operations and Business Management a few months later. She has since taken the reigns of the company in her current role of CEO/COO of the company. Joanna is responsible for the firm’s day-to-day operations. The firm relies on her considerable skill set to oversee practices and procedures. This includes strategic planning, database management, process creation, marketing, financial reporting, and more.
Jo graduated Miami University in Ohio with a B.S. in Athletic Training, where she competed in gymnastics all four years. She is currently advancing her education at Flinders University in Adelaide, Australia where she is obtaining an MBA in Marketing. Her many passions include world travel, photography, and gourmet coffee.
Jeremy Isleman
Investment Specialist
Jeremy joined J&G Associates in 2019. His ability to help clients build financial freedom has made him essential. He consistently delivers financial approaches and insights to help clients build, protect, and carefully pass along assets. His skills include investment management, retirement strategies, pension planning, life-insurance solutions, succession planning, and more.
He is licensed in FINRA Series 6, 7, 63 and 66, and is a Registered Representative and Investment Adviser Representative of HTK in New York State. Having attended Long Island University, his major was business administration. In his free time, he enjoys traveling, great food, fine wine, and golf.
Joanna Mosenson
CEO/COO
Through demanding professional tenures in both the USA and Australia in social services, sports organizations, and universities, Jo deepened her skills in program coordination, creative thinking, problem solving, corporate process, fundraising, and marketing.
She joined J&G Associates as a business management consultant in February of 2020, and quickly ascended to her previous title, Director of Operations and Business Management a few months later. She has since taken the reigns of the company in her current role of CEO/COO of the company. Joanna is responsible for the firm’s day-to-day operations. The firm relies on her considerable skill set to oversee practices and procedures. This includes strategic planning, database management, process creation, marketing, financial reporting, and more.
Jo graduated Miami University in Ohio with a B.S. in Athletic Training, where she competed in gymnastics all four years. She is currently advancing her education at Flinders University in Adelaide, Australia where she is obtaining an MBA in Marketing. Her many passions include world travel, photography, and gourmet coffee.
Jeremy Isleman
Investment Specialist
Jeremy joined J&G Associates in 2019. His ability to help clients build financial freedom has made him essential. He consistently delivers financial approaches and insights to help clients build, protect, and carefully pass along assets. His skills include investment management, retirement strategies, pension planning, life-insurance solutions, succession planning, and more.
He is licensed in FINRA Series 6, 7, 63 and 66, and is a Registered Representative and Investment Adviser Representative of HTK in New York State. Having attended Long Island University, his major was business administration. In his free time, he enjoys traveling, great food, fine wine, and golf.
Matthew Tatarian
Client Services Associate
Matt joined J&G Associates in 2017 as an intern, where he was introduced to the world of life insurance and complex estate-tax and family planning. During that time, he gained valuable insight into the financial industry, providing client support and case design. Once completing his internship, Matt officially entered the industry as a financial professional specializing in individual and business insurance, retirement, and estate-and-tax planning. In 2020, his forward-thinking approach led him back to what he genuinely loves, working as a case designer for new business, as well as assisting in the management of existing clients.
Active in the roller hockey community, he has travelled the nation as both a player and official. He also loves the outdoors and is an avid hiker and kayaker.
Donna Stricker
Office Administrator & Client Relations
Donna has worked in the insurance industry since 1987, having cut her teeth at both William Penn and North American Life Insurance. She joined J&G Associates in 1999, giving her a long, rich tenure. An invaluable team member, her duties touch client-relationship management; client services; office management; data entry; process licensing and contracting; and new business and underwriting.
When Donna’s not in the office, her hobbies include horseback riding, as her father was a trainer at Belmont Racetrack.
Matthew Tatarian
Client Services Associate
Matt joined J&G Associates in 2017 as an intern, where he was introduced to the world of life insurance and complex estate-tax and family planning. During that time, he gained valuable insight into the financial industry, providing client support and case design. Once completing his internship, Matt officially entered the industry as a financial professional specializing in individual and business insurance, retirement, and estate-and-tax planning. In 2020, his forward-thinking approach led him back to what he genuinely loves, working as a case designer for new business, as well as assisting in the management of existing clients.
Active in the roller hockey community, he has travelled the nation as both a player and official. He also loves the outdoors and is an avid hiker and kayaker.
Jeremy Isleman
Investment Specialist
Jeremy joined J&G Associates in 2019. His ability to help clients build financial freedom has made him essential. He consistently delivers financial approaches and insights to help clients build, protect, and carefully pass along assets. His skills include investment management, retirement strategies, pension planning, life-insurance solutions, succession planning, and more.
He is licensed in FINRA Series 6, 7, 63 and 66, and is a Registered Representative and Investment Adviser Representative of HTK in New York State. Having attended Long Island University, his major was business administration. In his free time, he enjoys traveling, great food, fine wine, and golf.
Donna Stricker
Office Administrator & Client Relations
Donna has worked in the insurance industry since 1987, having cut her teeth at both William Penn and North American Life Insurance. She joined J&G Associates in 1999, giving her a long, rich tenure. An invaluable team member, her duties touch client-relationship management; client services; office management; data entry; process licensing and contracting; and new business and underwriting.
When Donna’s not in the office, her hobbies include horseback riding, as her father was a trainer at Belmont Racetrack.
Matthew Tatarian
Client Services Associate
Matt joined J&G Associates in 2017 as an intern, where he was introduced to the world of life insurance and complex estate-tax and family planning. During that time, he gained valuable insight into the financial industry, providing client support and case design. Once completing his internship, Matt officially entered the industry as a financial professional specializing in individual and business insurance, retirement, and estate-and-tax planning. In 2020, his forward-thinking approach led him back to what he genuinely loves, working as a case designer for new business, as well as assisting in the management of existing clients.
Active in the roller hockey community, he has travelled the nation as both a player and official. He also loves the outdoors and is an avid hiker and kayaker.
Rachna Vishnubhakat
Client Services Representative
Rachna joined J&G Associates in March of 2021. In her role, she provides administrative support to her team of financial advisors and associates. She also serves as a liaison between clients and advisors to ensure both have up-to-date information regarding the client’s overall financial picture. Prior to joining J&G Associates, she worked in hospital administration at North Shore University Hospital and NYU Winthrop Hospital. She worked at both institutions as a service associate tasked with providing exceptional and high-level client service to administrators, doctors and patients in a dynamic and fast-paced environment. She leverages the skill sets she developed in previous roles to provide the best of customer service she can to J&G Associates’ clients.
Rachna graduated from Hofstra University with a B.A. in English Literature and Sociology. Her interests include traveling and volunteering with the Make-A-Wish Foundation (Metro New York). She has volunteered with the Foundation for fifteen years and has assisted in the fulfillment of wishes to numerous children battling illness. She also enjoys spending time with her dog, Charlie, and is an avid supporter of institutions and programs that provide therapy dogs. During her tenure in hospital administration, she saw first-hand the many benefits of providing support by means of service animals to persons with illness and or disabilities
Matthew Tatarian
Client Services Associate
Matt joined J&G Associates in 2017 as an intern, where he was introduced to the world of life insurance and complex estate-tax and family planning. During that time, he gained valuable insight into the financial industry, providing client support and case design. Once completing his internship, Matt officially entered the industry as a financial professional specializing in individual and business insurance, retirement, and estate-and-tax planning. In 2020, his forward-thinking approach led him back to what he genuinely loves, working as a case designer for new business, as well as assisting in the management of existing clients.
Active in the roller hockey community, he has travelled the nation as both a player and official. He also loves the outdoors and is an avid hiker and kayaker.
Rachna Vishnubhakat
Client Services Representative
Rachna joined J&G Associates in March of 2021. In her role, she provides administrative support to her team of financial advisors and associates. She also serves as a liaison between clients and advisors to ensure both have up-to-date information regarding the client’s overall financial picture. Prior to joining J&G Associates, she worked in hospital administration at North Shore University Hospital and NYU Winthrop Hospital. She worked at both institutions as a service associate tasked with providing exceptional and high-level client service to administrators, doctors and patients in a dynamic and fast-paced environment. She leverages the skill sets she developed in previous roles to provide the best of customer service she can to J&G Associates’ clients.
Rachna graduated from Hofstra University with a B.A. in English Literature and Sociology. Her interests include traveling and volunteering with the Make-A-Wish Foundation (Metro New York). She has volunteered with the Foundation for fifteen years and has assisted in the fulfillment of wishes to numerous children battling illness. She also enjoys spending time with her dog, Charlie, and is an avid supporter of institutions and programs that provide therapy dogs. During her tenure in hospital administration, she saw first-hand the many benefits of providing support by means of service animals to persons with illness and or disabilities
Brycon Johnson
Financial Professional
Brycon began his career as a part-time employee for J&G Associates in 2017 while attending college, working with clients and handling internal administrative tasks. During that time he learned the human side of how life insurance and financial planning, or lack thereof can impact a family. He was able to gain valuable insight towards client relations and felt the need to help people. Brycon realized that he had a knack for insurance services and became a financial professionl in September of 2022. His empathetic attitude combined with his business knowledge is the perfect recipe to help families and businesses create insurance plans that provide them with the utmost protection.
Brycon is very active in the hockey community, playing D3 ice hockey and professional roller hockey. He loves to spend his free time with his family.
Please note, Brycon is not yet registered to offer securities and investment advisory services and is insurance licensed only.
Rachna Vishnubhakat
Client Services Representative
Rachna joined J&G Associates in March of 2021. In her role, she provides administrative support to her team of financial advisors and associates. She also serves as a liaison between clients and advisors to ensure both have up-to-date information regarding the client’s overall financial picture. Prior to joining J&G Associates, she worked in hospital administration at North Shore University Hospital and NYU Winthrop Hospital. She worked at both institutions as a service associate tasked with providing exceptional and high-level client service to administrators, doctors and patients in a dynamic and fast-paced environment. She leverages the skill sets she developed in previous roles to provide the best of customer service she can to J&G Associates’ clients.
Rachna graduated from Hofstra University with a B.A. in English Literature and Sociology. Her interests include traveling and volunteering with the Make-A-Wish Foundation (Metro New York). She has volunteered with the Foundation for fifteen years and has assisted in the fulfillment of wishes to numerous children battling illness. She also enjoys spending time with her dog, Charlie, and is an avid supporter of institutions and programs that provide therapy dogs. During her tenure in hospital administration, she saw first-hand the many benefits of providing support by means of service animals to persons with illness and or disabilities
Brycon Johnson
Financial Professional
Brycon began his career as a part-time employee for J&G Associates in 2017 while attending college, working with clients and handling internal administrative tasks. During that time he learned the human side of how life insurance and financial planning, or lack thereof can impact a family. He was able to gain valuable insight towards client relations and felt the need to help people. Brycon realized that he had a knack for insurance services and became a financial professionl in September of 2022. His empathetic attitude combined with his business knowledge is the perfect recipe to help families and businesses create insurance plans that provide them with the utmost protection.
Brycon is very active in the hockey community, playing D3 ice hockey and professional roller hockey. He loves to spend his free time with his family.
Please note, Brycon is not yet registered to offer securities and investment advisory services and is insurance licensed only.
David.Mosenson@j-gassociates.com 
To Schedule an appointment with David, please click here. 
