Boris
Gertsen

Jsf Financial, LLC

CRD#4131377
Investment Advisor
in Los Angeles, CA
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About this Advisor

Boris Gertsen is a chartered financial analyst working out of Los Angeles, California, with 19 years of professional experience. Gertsen works at Jsf Financial, LLC. During their career, Gertsen has held roles at Jsf Financial, LLC, Cantella & Co Inc and Mid Atlantic Capital Corporation. Gertsen maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to work in California. Jsf Financial, LLC is a registered investment company headquartered in Los Angeles, California. It manages $527 million in total assets across its 1,027 client accounts, placing it among the larger firms in the country by assets under management. Of its 1,027 customer accounts, 18% belong to high-net-worth clients who have more than $1 million in investable assets. Jsf Financial, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees depend on the type of services. Fee types billed by Jsf Financial, LLC can consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

6300 Wilshire Boulevard Suite 700
Los Angeles, CA 90048

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Jsf Financial, LLC Brokerage Details

Total Assets Under Management

$569,217,483

CA Average: $7,578,581,321
Total Number of Employees

17

CA Average: 43
Total Number of Accounts

1,315

CA Average: 3,727
Average Account Size

$432,865

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Boris Gertsen Work History

Boris has 19 years of experience.

2010 - Present (9 years)

Mid Atlantic Capital Corporation

1999 - Present (20 years)

Jsf Financial, LLC

2003 - 2010 (7 years)

Cantella & Co Inc

Disclosures

Boris Gertsen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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