Jean Calache, financial advisor Los Angeles CA

Jean Calache

CRD Number: 6605420
Current Firm: Jsf Financial, LLC

Jean Calache (CRD# 6605420) is an Investment Advisor Representative working at Jsf Financial, LLC in Los Angeles, CA and has 1 year of experience in the finance industry. Jean Calache has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jsf Financial LLC Los Angeles, CA Jan 2016 - Current 8
Newedge Securities Inc. Pittsburgh, PA Jan 2016 - Current 8
University Of California Los Angeles Los Angeles, CA Jul 2015 - Dec 2016 1
Extended Travel Le Vesinet, Oct 2014 - Jun 2015 < 1
Lyxor Asset Management Paris, Oct 2012 - Sep 2014 1
Neoma Business School Rouen, Sep 2011 - Sep 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2023
Contact Info for Jean E. Calache
Phone Number: 323-866-0833
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,245
    MILLIONS
  • Total Number of Accounts
    2,260
    ACCOUNTS
  • Average Account Value
    $551,069
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, IL, NH, NJ, NV, NY, TX, WA

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