Jsf Financial, LLC
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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
Years of Experience
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Jsf Financial, LLC Brokerage Details
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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.
Mid Atlantic Capital Corporation
Jsf Financial, LLC
Cantella & Co Inc
Boris Gertsen has no disclosures.
Please visit their SEC profile for more details.