SEC CRD #801-71250
JSF | Financial Planning | Wealth Management | Investment Advisor CONNECT WITH THE TEAM THAT CARES Our goal is to make a profound impact on you - now and into the future - helping to shape your financial security and your family's legacy. Tell us your unique needs, goals, and aspirations, so JSF can develop a comprehensive view of your finances and life. Read More May Market Recap: A Curious Calm Stocks followed up April's gains with another strong performance in May, closing repeatedly at fresh all-time highs as oil prices retreated.[1] Bond yields stayed elevated (prices lower), however, as inflation concerns remain.[2] Read More Tailored advice for life's unique challenges We provide holistic financial planning, investment management, and private wealth services for individuals, families, foundations and institutions seeking customized advice and partnership. Learn more ABOUT JSF 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. Learn more We Meet You Where You Are Every financial path is unique. You may have complex financial circumstances, varied assets, and multiple income streams. We learn about what you value and need, as well as where your passions lie, to match investments to your individuality. These solutions take each client and their
SHARI FISHMAN
CHIEF COMPLIANCE OFFICER
📞 (323) 866-0833
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$2.0B
Location
LOS ANGELES, CA
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.