JSF Financial

Jsf Financial

Financial Services, Los Angeles, California, United States, 11-50 Employees

jsffinancial.com

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phone no Phone Number: +13*********

Who is JSF FINANCIAL

Based in fast-paced, sunny Los Angeles, the JSF Financial team has a passion for helping our clients achieve their financial goals. We focus on listening to what is important and provide ...

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  • Los Angeles, California, United States Headquarters: Los Angeles, California, United States
  • 1996 Date Founded: 1996
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $25 Million to $50 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523930 | Show More

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JSF Financial Org Chart and Mapping

Employees

Katya Volpi

Client Services Associate

Norma Vasquez

Financial Planning Associate

Boris Gertsen

Director of Portfolio Management

Lisa Glick

Director of Philanthropic Planning

Elise Angelich

Incoming Operations Associate

Eric Villhauer

Account Operations Associate

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Frequently Asked Questions Regarding JSF Financial

Answer: JSF Financial's headquarters are located at Los Angeles, California, United States

Answer: JSF Financial's phone number is +13*********

Answer: JSF Financial's official website is https://jsffinancial.com

Answer: JSF Financial's revenue is $25 Million to $50 Million

Answer: JSF Financial's SIC: 6282

Answer: JSF Financial's NAICS: 523930

Answer: JSF Financial has 11-50 employees

Answer: JSF Financial is in Financial Services

Answer: JSF Financial contact info: Phone number: +13********* Website: https://jsffinancial.com

Answer: Based in fast-paced, sunny Los Angeles, the JSF Financial team has a passion for helping our clients achieve their financial goals. We focus on listening to what is important and provide innovative wealth management and planning solutions now and for the future. JSF Financial was founded in 1996 by Jeff Fishman, J.D., a former lawyer with a passion for helping people and a keen interest in financial services. Jeff started building the firm by giving educational classes about financial, tax, and estate planning to law firms, building his clientele by piquing the interest of attendees. Over time, word spread to friends and family about the JSF Financial teams attentive service, extensive knowledge, and commitment to looking out for both the human and financial aspects of financial planning. Continuing through today, the engine of our growth is fueled primarily by client referrals and their professional advisors. From one person, our founder, the firm has grown to more than 20, and we continue to expand in both size and scope, remaining a trusted strategic partner to our clients on financial decisions of all sizes. Each employee at JSF Financial is dedicated to nurturing our culture of personal attention and compassionate service. This culture, one that Jeff made into a reality, makes us the most responsive, innovative, and team-oriented financial services firm available. - Securities are offered through Mid Atlantic Capital Corporation (MACC), a registered Broker Dealer, Member FINRA/SIPC. Financial Advice is offered through JSF Financial, LLC a Registered Investment Adviser. JSF Financial, LLC is not a registered entity or a subsidiary or control affiliate of MACC. Neither MACC nor JSF Financial, LLC provide tax or legal advice. Posted comments may not be those of MACC or JSF Financial, LLC. Posted comments may not be representative of the experience of clients and do not indicate future performance or success.

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