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JSF | Financial Planning | Wealth Management | Investment Advisor JSF Financial was founded by Jeff Fishman in 1996 as an independent wealth manager dedicated to helping clients build a stronger financial future While we’ve grown significantly, our commitment to each client and our reputation for integrity, candor and expertise remain unchanged
Team - JSF Financial Your personal JSF financial planner works with you to craft your investment management, financial planning, or private wealth strategy We offer our clients an extensive team of dedicated experts and passionate professionals with experience in a wide range of financial planning areas and scenarios
CONTACT US - JSF Financial Financial advice is offered through JSF Financial, LLC, a Registered Investment Adviser JSF Financial, LLC is not a subsidiary or control affiliate of NewEdge Securities, LLC
Form ADV Part 2A March 2025 - jsffinancial. com This brochure provides information about the qualifications and business practices of JSF Financial LLC If you have any questions about the contents of this brochure, please contact us at 323-866-0833
Jeff Fishman - JSF Financial Following its launch in 1996, JSF has grown into a thriving, diverse team of professionals, all committed to providing individualized attention and sophisticated wealth management solutions
Frances Calma - JSF Financial Frances became a part of the JSF team in 2024 as an operations associate where she thrives during our end of year rush, or any busy time for that matter She enjoys interacting with clients daily and encountering new tasks that need problem solving
Pedro Mota - JSF Financial Before starting at JSF, Pedro worked as a Corporate Finance Senior Consultant at Ernst Young In his spare time, Pedro is currently learning how to cook He also enjoys practicing martial arts and being in nature No matter the season, you can often find him on the trails, whether he is hiking, camping, or snowboarding – he loves being
Jake Derian - JSF Financial In his role as a Planning Associate, Jake supports our Financial Planners in the creation and monitoring of clients’ financial plans, as well as working on retirement projections, cash forecasting and partnering with our Portfolio Management Team to review and update client portfolio allocations
Beeya Kim - JSF Financial Since 2024, Beeya has been ensuring all our tech here at JSF is up and running smoothly She not only helps with troubleshooting but constantly seeks improvements to our programs