Jeffrey
Fishman
Jsf Financial, LLC
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About this Advisor
Jeffrey Fishman is a financial advisor based in Los Angeles, California, working with Jsf Financial, LLC. Jeffrey has previously held positions at Jsf Financial, LLC, Fishman Capital, Alj Capital Management, LLC, Mid Atlantic Capital Corporation, and Mid Atlantic Financial Management, Inc. Jeffrey has passed the Series 63 regulatory exam and is registered to provide services in California, Florida, and Texas. Currently, Jeffrey is part of Jsf Financial, LLC, which operates out of Los Angeles, California. The firm has 23 employees and manages assets totaling $1.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Jsf Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Jsf Financial, LLC Brokerage Details
$1,472,089,017
23
2,400
$613,370
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Fishman Work History
Mid Atlantic Capital Corporation
Alj Capital Management, LLC
Fishman Capital
Jsf Financial, LLC
Mid Atlantic Financial Mangement, Inc
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
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