Mordechai
Fishman

Jsf Financial, LLC

CRD#4084796
Investment Advisor
in Los Angeles, CA

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About this Advisor

Mordechai Fishman is a financial advisor operating in Los Angeles, California with 18 years of industry experience. Fishman is currently employed by Jsf Financial, LLC. Their career trajectory has included roles at Jsf Financial and Mid Atlantic Capital Corporation. Fishman has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in California. Jsf Financial, LLC is an advisory business that has its headquarters in Los Angeles, CA. It controls $1 billion in assets across its 2,260 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm advises five charities and foundations. Of its 2,260 client accounts, 40% are associated with high-net-worth clients who have more than $1 million in investable assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules usually are based on the financial services provided. Fees billed by Jsf Financial, LLC can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

18 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

Office Location

6300 Wilshire Blvd. Ste. 700
Los Angeles, CA 90048

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Jsf Financial, LLC Brokerage Details

Total Assets Under Management

$1,245,416,388

CA Average: $7,578,581,321
Total Number of Employees

24

CA Average: 43
Total Number of Accounts

2,260

CA Average: 3,727
Average Account Size

$551,069

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Mordechai Fishman Work History

Mordechai has been registered as a financial advisor for 18 years.*

2010 - Present (14 years)

Mid Atlantic Capital Corporation

2004 - Present (20 years)

Jsf Financial

*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 Mordechai 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

Brian Mercado
Los Angeles, CA
Ronak Doshi
Los Angeles, CA
Jean Calache
Los Angeles, CA
Daniel Netzer
Los Angeles, CA
Olivier Cornet
Los Angeles, CA
Norma Vasquez
Los Angeles, CA
Zev Fried
Los Angeles, CA
Mordechai Fishman
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.

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