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 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 team’s 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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Verified contacts
39
available on Kipplo
LinkedIn employees
40
11 to 50 range
Open roles
—
no listings
Distinct roles
32
indexed titles
Tech stack
1
tools in use
Monthly traffic
301
organic / mo
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Decision-makers and verified team members
39 contacts with verified email or phone · masked until revealed.
- BG
Boris Gertsen
Director of Portfolio Management · Finance & Accounting
EmailPhone - LG
Lisa Glick
Director of Philanthropic Planning · Other
EmailPhone - MB
Marissa Brasko
Director of Client Experience · Customer/Client Service
EmailPhone - OC
Olivier Cornet
Managing Director Financial Planner · General Business & Management
EmailPhone - BG
Boris Geyzer
Portfolio Manager · Finance & Accounting
EmailPhone - FC
Frances Calma
Operations Associate · Operations
EmailPhone - NW
Natasha Williams
Office Administrator · Operations
EmailPhone - NV
Norma Vasquez
Financial Planner · Finance & Accounting
EmailPhone - SK
Seta Keshishian
Financial Planner · Finance & Accounting
EmailPhone
Showing 9 of 39 verified contacts
Top roles at Jsf Financial
32 distinct titles indexed · top 10 shown.
- 4operations associate
- 2executive assistant
- 2financial planner
- 2financial planning associate
- 1()
- 1account operations representative
- 1accounting and operations administrator
- 1administrative assistant
- 1associate
- 1business advisor
- +22more titles
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