ZF
ZF

Zev Jeffrey Fried

16 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
Loading...

Location

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

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Zev is an insurance agent, dedicating a few hours per week to fixed insurance sales. He also works as a registered representative and investment advisor representative (IAR), spending about half of his time managing client relationships, investment portfolios, and providing investment advice.

Employment History
Current Registrations
Jsf Financial, LLC
September 2010 - Present · 15 yrs 5 mos
Newedge Securities, LLCBroker
March 2010 - Present · 15 yrs 11 mos
Previous Registrations
Cantella & CO., INC.
November 2009 - March 2010 · 4 mos
Cantella & CO., INC.Broker
May 2009 - March 2010 · 10 mos
State Registrations9 states
CAFLMAMDNCNVNYORSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.