JSF Financial

Helping families and individuals navigate the intersection of life and finances

General Information
Company Name
JSF Financial
Founded Year
1996
Location (Offices)
Los Angeles, United States +1
Founders / Decision Makers
Number of Employees
42
Industries
Finance, Financial Services, Wealth Management
Funding Stage
-
Social Media

JSF Financial - Company Profile

JSF Financial is a financial services startup based in Los Angeles, founded in 1996 by Jeff Fishman, J.D., a former lawyer with a passion for helping people with their finances. The team focuses on providing innovative wealth management and planning solutions for families and individuals, emphasizing personal attention and compassionate service.

Initially, the firm's growth was fueled by client referrals and professional advisors. What makes JSF Financial unique is its dedication to nurturing a culture of personal attention and team-oriented financial services, as envisioned by its founder, Jeff Fishman.

The company has experienced significant expansion, growing from a one-person operation to a team of more than 20 employees. They continue to be a trusted strategic partner to their clients for financial decisions of all sizes.

JSF Financial offers securities through Mid Atlantic Capital Corporation (MACC), a registered Broker Dealer, Member FINRA/SIPC, while providing financial advice through JSF Financial, LLC, a Registered Investment Adviser. It's important to note that neither MACC nor JSF Financial, LLC provide tax or legal advice.

Overall, JSF Financial has positioned itself as a responsive and innovative financial services firm, striving to provide comprehensive and personalized solutions to clients' financial needs.

Taxonomy: Wealth Management, Financial Planning, Tax Planning, Estate Planning, Investment Services, Financial Education, Client Referrals, Broker Dealer Services, Registered Investment Adviser, Team-oriented Culture, Personalized Financial Advice

Funding Rounds & Investors of JSF Financial (0)

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There is no investment information

Latest News of JSF Financial

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No recent news or press coverage available for JSF Financial.

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