JF
JF

Jeffrey Seth Fishman

31 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
843 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$250K
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Location

6300 Wilshire Boulevard, Suite 2100, Los Angeles, CA, 90048

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jeffrey is a managing member of JSF Financial LLC, a financial planning firm, dedicating about half of his time to client relations and firm management. He also owns Fishman Capital Group Inc., where he sells fixed insurance, and is involved in several other investment-related and non-investment related activities, including trusts, private equity, and a non-profit board.

Employment History
Current Registrations
Newedge Securities, LLCBroker
February 2010 - Present · 16 yrs
Jsf Financial, LLC
February 1997 - Present · 29 yrs
Previous Registrations
Mid Atlantic Financial Management, INC.
December 2010 - November 2015 · 4 yrs 11 mos
Cantella & CO., INC.
May 2004 - March 2010 · 5 yrs 10 mos
Alj Capital Management, LLC
December 2003 - December 2004 · 1 yr
Cantella & CO., INC.Broker
September 2003 - March 2010 · 6 yrs 6 mos
Cantella & CO., INC.
September 2003 - December 2003 · 3 mos
Royal Alliance Associates, INC.
July 1999 - September 2003 · 4 yrs 2 mos
Royal Alliance Associates, INC.Broker
June 1997 - September 2003 · 6 yrs 3 mos
Mutual Service CorporationBroker
January 1996 - December 1996 · 11 mos
Sun Investment Services CompanyBroker
March 1994 - June 1997 · 3 yrs 3 mos
State Registrations30 states
ALAZCACOCTDCFLGAHIILKSMAMDMIMTNCNJNMNVNYOHORRISCTNTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jeffrey Seth Fishman - Financial Advisor | TrueAdvisor