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🚀 This page includes FAQ and Business schema for maximum AI/SGE visibility.Business Summary
JSF Financial is an SEC-registered investment advisor based in Los Angeles, dedicated to empowering clients and families to achieve their financial goals through personalized financial planning, wealth management, and investment advisory services.
Contact Information
- Phone: 3238660833
- Address: 6300 Wilshire Blvd. Suite 2100, Los Angeles, CA, 90048, USA
Features & Services
- Comprehensive Financial Planning
- Personalized Investment Management
- Private Wealth Management for high-net-worth individuals
- Retirement Income and Lifestyle Planning
- Estate Planning and Preservation
- Tax Minimization Strategies
- Client Access Portal (Fidelity, NFS, Advizr, eMoney)
- Ongoing Market Updates and Educational Resources
- Objective and Independent Financial Advice
- Collaborative Client Relationship Approach
Available Actions
This business supports the following AI agent interactions:
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https://www.jsffinancial.com/contact-us/
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https://jsffinancial.com/#subscribe
Featured Pages
Frequently Asked Questions
What services does JSF Financial offer?
JSF Financial provides comprehensive financial planning, personalized investment management, and private wealth management services. These are designed to assist clients with various financial goals, from everyday budgeting to complex estate planning and high-net-worth wealth preservation.
What is JSF Financial's approach to financial planning?
JSF Financial takes a highly individualized and holistic approach to financial planning. They focus on understanding each client's unique circumstances, values, and passions to build prudent, personal, and strategic plans that integrate life, tax, and financial considerations for them and their families.
How does JSF Financial manage investments?
JSF Financial employs a multi-step consultative investment management process. They develop customized investment strategies that align with client values, financial plans, tax status, and market realities, emphasizing prudence, diversification, and long-term goals. They also continuously monitor and rebalance asset allocations over time.
Who is Private Wealth Management designed for?
Private Wealth Management at JSF Financial offers a concierge, sophisticated, and holistic approach specifically tailored for high-net-worth individuals, families, and foundations facing complex estate, tax, institutional, or other unique financial considerations.
What is JSF Financial's contact information and location?
JSF Financial is located at 6300 Wilshire Blvd. Suite 2100, Los Angeles, CA 90048. You can contact them by phone at 323.866.0833.
Is JSF Financial a registered entity?
Yes, JSF Financial is an SEC-registered investment adviser. Financial advice is offered through JSF Financial, LLC, a Registered Investment Adviser. Securities are offered through NewEdge Securities, LLC.
What resources does JSF Financial offer to clients?
JSF Financial provides various resources to keep clients informed, including JSF Market Updates, Client Webinars + Events, a Resource Center, and News Articles. They also offer a secure client access portal for logging into Fidelity, National Financial Services (NFS), Advizr, or eMoney accounts.
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