BG
CFA
BG
CFA

Boris Geyzer

21 Years of Experience
Broker
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., 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 Activities

Boris is an investment advisor representative (IAR) with JSF Financial LLC since 2000, dedicating full-time hours to financial planning and managing client accounts. Boris also works as a homecare provider for a disabled relative, dedicating about half their time to this activity.

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.Broker
September 2004 - March 2010 · 5 yrs 6 mos
State Registrations2 states
CANY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Boris Geyzer - Financial Advisor | TrueAdvisor