MF
MF

Mordechai Leib Fishman

21 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 Blvd., Ste. 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

Mordechai is a life insurance agent, registered representative, and investment adviser representative. He also co-manages investments in private equity companies and is a co-trustee of a life insurance trust, dedicating minimal time to these activities, and is an endorsed agent for an insurance agency.

Employment History
Current Registrations
Newedge Securities, LLCBroker
February 2010 - Present · 16 yrs
Jsf Financial, LLC
September 2005 - Present · 20 yrs 5 mos
Previous Registrations
Cantella & CO., INC.
August 2006 - March 2010 · 3 yrs 7 mos
Cantella & CO., INC.Broker
August 2004 - March 2010 · 5 yrs 7 mos
State Registrations16 states
AZCACODCFLILMANJNVNYOHRITXUTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Mordechai Leib Fishman - Financial Advisor | TrueAdvisor