Boris
Geyzer

Jsf Financial, LLC

CRD#4818741
Investment Advisor
in Los Angeles, CA
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About this Advisor

Boris Geyzer is a chartered financial analyst who works in Los Angeles, California, who has been in the financial industry for 18 years. Geyzer currently works for Jsf Financial, LLC. During their career, Geyzer has held roles at Jsf Financial, LLC, Cantella & Co Inc and Mid Atlantic Capital Corporation. Geyzer holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in California. Jsf Financial, LLC is a financial advisory company operating in Los Angeles, California. It administers $527 million in assets between its 1,027 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 1,027 client accounts, 18% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Jsf Financial, LLC offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees largely vary depending on which service is provided. However, fee types charged by Jsf Financial, LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

18 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 Blvd. 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 Geyzer Work History

Boris has 18 years of experience.

2010 - Present (9 years)

Mid Atlantic Capital Corporation

2000 - Present (19 years)

Jsf Financial, LLC

2004 - 2010 (6 years)

Cantella & Co Inc

Disclosures

Boris Geyzer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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