JSF Financial Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • JSF Financial's estimated annual revenue is currently $7.4M per year.(i)
  • JSF Financial's estimated revenue per employee is $168,000

Employee Data

  • JSF Financial has 44 Employees.(i)
  • JSF Financial grew their employee count by 7% last year.

JSF Financial's People

NameTitleEmail/Phone
1
Managing Director / Financial PlannerReveal Email/Phone
2
Director Client ExperienceReveal Email/Phone
3
Director Portfolio ManagementReveal Email/Phone
4
Chief Compliance OfficerReveal Email/Phone
5
Director Philanthropic PlanningReveal Email/Phone
6
Portfolio ManagerReveal Email/Phone
7
Account Operations RepresentativeReveal Email/Phone
8
Wealth Management AssociateReveal Email/Phone
9
Portfolio Management, New Product DevelopmentReveal Email/Phone
10
Wealth Management - Personal Financial Planning, Investments, Insurance, Taxes, Estate PlanningReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$6.9M41-5%N/AN/A
#2
$42M1821%N/AN/A
#3
$27.7M132-3%N/AN/A
#4
$6.4M383%N/AN/A
#5
$25.2M1205%N/AN/A
#6
$36M1568%N/AN/A
#7
$299.3M101837%N/AN/A
#8
$3.2M2216%N/AN/A
#9
$5.4M323%N/AN/A
#10
$16.6M79N/AN/AN/A
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What Is 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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Total Funding

44

Number of Employees

$7.4M

Revenue (est)

7%

Employee Growth %

N/A

Valuation

N/A

Accelerator

JSF Financial News

2022-04-20 - Chiropractors, Researchers Begin the Hunt for Long COVID Therapy

Chu ECP, Shum JSF, Lin AFC. Unusual Cause of Dysphagia in a Patient With Cervical Spondylosis. Clin Med Insights Case Rep.

2022-04-17 - Royal Bank of Canada Upgrades Palantir Technologies ...

JSF Financial LLC now owns 12,980 shares of the company's stock valued at $312,000 after purchasing an additional 500 shares in the last quarter...

2022-03-30 - Business Travel Lives Again, as Many Are Hitting the Road

Jeff Fishman, founder of JSF Financial, an investment advisory firm for high net-worth individuals, went to Phoenix last month to visit...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4.8M44-24%$150.9M
#2
$8M4429%N/A
#3
$5.1M44N/AN/A
#4
$10.7M44N/AN/A
#5
$5.3M445%N/A