Jeffrey
Fishman
Jsf Financial, LLC
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About this Advisor
Jeffrey Fishman is a financial advisor who works out of Los Angeles, California with a total of 26 years of industry experience. Fishman is an advisor for Jsf Financial, LLC. During their career, the advisor has held roles at Jsf Financial, LLC, Fishman Capital, Alj Capital Management, LLC, Mid Atlantic Capital Corporation and Mid Atlantic Financial Mangement, Inc. Fishman holds a Series 63 license, which qualifies them as a securities broker, and is registered to work in California, Florida and Texas. Jsf Financial, LLC is an advisory firm based out of Los Angeles, CA. It has $1 billion in total assets among its 2,260 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm serves five charities and foundations. Of its 2,260 client accounts, 40% are associated with high-net-worth clients who have at least $1 million in assets. The company offers a broad array 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 depend on which services the firm provides the client. However, fee types billed by Jsf Financial, LLC likely are comprised of any blend 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
Jeffrey Fishman Work History
Jeffrey has been registered as a financial advisor for 26 years.*
Mid Atlantic Capital Corporation
Alj Capital Management, LLC
Fishman Capital
Jsf Financial, LLC
Mid Atlantic Financial Mangement, Inc
*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 Jeffrey Fishman 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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