Brian
Mercado
Jsf Financial, LLC
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About this Advisor
Brian Mercado is a certified financial planner operating out of Los Angeles, California, with a total of 7 years of relevant experience. Mercado currently works for Jsf Financial, LLC. The advisor has gained experience at Jsf Financial LLC and Mid Atlantic Capital Corporation. Mercado maintains a Series 63 license, qualifying them as a securities representative, and is able to work in California, New Hampshire and Texas. Jsf Financial, LLC is an advisory business that has its headquarters in Los Angeles, CA. It controls $1 billion in assets among its 2,260 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 2,260 client accounts, 40% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules usually vary depending on the type of services provided. However, fees charged by Jsf Financial, LLC likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jsf Financial, LLC Brokerage Details
$1,245,416,388
24
2,260
$551,069
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Brian Mercado Work History
Brian has been registered as a financial advisor for 7 years.*
Jsf Financial LLC
Mid Atlantic Capital Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Mercado to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jsf Financial, LLC
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
