Jsf Financial, LLC

Jsf Financial, LLC (CRD# 114025) is a financial advisory firm headquartered in Los Angeles, CA. They manage $320,200,000 in 560 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    320
    MILLION
  • Total Number of Accounts
    560
    ACCOUNTS
  • Average Account Value
    $571,786
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, FL, TX

Financial Advisors at Jsf Financial, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Boris Gertsen
CRD#: 4131377
6300 Wilshire Boulevard, Suite 700, Los Angeles, CA 90048
96
Wealthminder
score

Boris Gertsen (CRD# 4131377) is an Investment Advisor Representative working at Jsf Financial, LLC in Los Angeles, CA and has over 15 years of experience in the finance industry.

2
Olivier Cornet
CRD#: 3175215
6300 Wilshire Boulevard, Suite 700, Los Angeles, CA 90048
93
Wealthminder
score

Olivier Cornet (CRD# 3175215) is an Investment Advisor Representative working at Jsf Financial, LLC in Los Angeles, CA and has over 16 years of experience in the finance industry.

3
Jeffrey S. Fishman
CRD#: 2451588
6300 Wilshire Boulevard, Suite 700, Los Angeles, CA 90048
93
Wealthminder
score

Jeffrey Fishman (CRD# 2451588) is an Investment Advisor Representative working at Jsf Financial, LLC in Los Angeles, CA and has over 23 years of experience in the finance industry.

4
Mordechai L. Fishman
CRD#: 4084796
6300 Wilshire Blvd., Ste. 700, Los Angeles, CA 90048
93
Wealthminder
score

Mordechai Fishman (CRD# 4084796) is an Investment Advisor Representative working at Jsf Financial, LLC in Los Angeles, CA and has over 12 years of experience in the finance industry.

5
Zev J. Fried
CRD#: 5498391
6300 Wilshire Blvd, Suite 700, Los Angeles, CA 90048
93
Wealthminder
score

Zev Fried (CRD# 5498391) is an Investment Advisor Representative working at Jsf Financial, LLC in Los Angeles, CA and has over 8 years of experience in the finance industry.

6
Boris Geyzer
CRD#: 4818741
6300 Wilshire Blvd., Suite 700, Los Angeles, CA 90048
93
Wealthminder
score

Boris Geyzer (CRD# 4818741) is an Investment Advisor Representative working at Jsf Financial, LLC in Los Angeles, CA and has over 12 years of experience in the finance industry.

7
Brian Mercado
CRD#: 5891760
6300 Wilshire Boulevard, Suite 700, Los Angeles, CA 90048
93
Wealthminder
score

Brian Mercado (CRD# 5891760) is an Investment Advisor Representative working at Jsf Financial, LLC in Los Angeles, CA and has over 6 years of experience in the finance industry. Brian Mercado 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.

8
Donald G. Peck
CRD#: 5097634
6300 Wilshire Boulevard, Suite 700, Los Angeles, CA 90048
93
Wealthminder
score

Donald Peck (CRD# 5097634) is an Investment Advisor Representative working at Jsf Financial, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.

9
Yigal S. Newman
CRD#: 4959262
6300 Wilshire Blvd., Suite 700, Los Angeles, CA 90048
90
Wealthminder
score

Yigal Newman (CRD# 4959262) is an Investment Advisor Representative working at Jsf Financial, LLC in Los Angeles, CA and has over 6 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.