Jsf Financial, LLC
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About this Advisor
Brian Mercado is a certified financial planner based in Los Angeles, California, who has been in the industry for 13 years. Mercado is currently employed by Jsf Financial, LLC. Throughout their career, they have worked at Albertsons Inc, Zecco Trading Inc, Brown & Brown, Lancer Claims, Wells Fargo Bank, Sprinklebit Inc, Jsf Financial LLC and Mid Atlantic Capital Corporation. Mercado maintains a Series 63 license, certifying them as a securities agent, and is able to work in California. Jsf Financial, LLC is a company operating out of Los Angeles, California. It manages $527 million in assets under management across its 1,027 customer accounts, making it one of the bigger firms in the United States by assets under management. Of its 1,027 accounts, 18% are held by high-net-worth individuals who have more than $1 million in assets. Jsf Financial, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees largely are based on which services the firm provides the client. Fee types billed by Jsf Financial, LLC most likely include any 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
Brian Mercado Work History
Brian has 13 years of experience.
Jsf Financial LLC
Mid Atlantic Capital Corporation
Zecco Trading Inc
Brown & Brown, Lancer Claims
Wells Fargo Bank
Brian Mercado has no disclosures.
Please visit their SEC profile for more details.