Brian
Mercado

Jsf Financial, LLC

CRD#5891760
Investment Advisor
in Los Angeles, CA
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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

Series 63, Certified Financial Planner

Years of Experience

13 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

Brian Mercado Work History

Brian has 13 years of experience.

2013 - Present (6 years)

Jsf Financial LLC

2013 - Present (6 years)

Mid Atlantic Capital Corporation

2012 - 2013 (1 years)

Sprinklebit Inc

2011 - 2012 (1 years)

Zecco Trading Inc

2010 - 2011 (1 years)

Brown & Brown, Lancer Claims

2009 - 2010 (1 years)

Wells Fargo Bank

2005 - 2009 (4 years)

Albertsons Inc

Disclosures

Brian Mercado has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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