Js Alan, LLC

Js Alan, LLC (CRD# 148163) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $17,000,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $472,222
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Js Alan, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Alan O. Li
CRD#: 4795225
468 N. Camden Dr., Suite 200, Beverly Hills, CA 90210
93
Wealthminder
score

Alan Li (CRD# 4795225) is an Investment Advisor Representative working at Js Alan, LLC in Beverly Hills, CA and has over 12 years of experience in the finance industry.

2
Jack S. Sih
CRD#: 2894552
468 N. Camden Dr., Suite 200, Beverly Hills, CA 90210
93
Wealthminder
score

Jack Sih (CRD# 2894552) is an Investment Advisor Representative working at Js Alan, LLC in Beverly Hills, CA and has over 19 years of experience in the finance industry.

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