JSF Financial logo — Helping families and individuals navigate the intersection o...

JSF Financial

Helping families and individuals navigate the intersection of life and finances

Founded 1996 United States Los Angeles, United States 42 employees Finance, Financial Services +1

General Information

Company Name JSF Financial
Founded Year 1996
Location United States Los Angeles, United States +1
Employees 42
Industries Finance, Financial Services, Wealth Management
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About JSF Financial

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

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FAQ About JSF Financial

Helping families and individuals navigate the intersection of life and finances
JSF Financial was founded in 1996.
JSF Financial is headquartered in Los Angeles, United States.
JSF Financial operates in the following industries: Finance, Financial Services, Wealth Management.
JSF Financial has approximately 42 employees.
Top alternatives and competitors to JSF Financial include Legacy Planning Partners, Dodds Wealth, Marshall Financial Group, Wealth Strategies, LLC, Certified Financial Group, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
JSF Financial and Legacy Planning Partners are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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