SK
CFP
SK
CFP

Seta Keshishian

7 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

Seta is an account financial planner at JSF Financial LLC since 2018, dedicating full-time hours to this role. She is also the president of SK Financial Planning Corp and an agent selling life insurance and long-term care insurance, spending a few hours per week on each of these activities.

Employment History
Current Registrations
Jsf Financial, LLC
August 2018 - Present · 7 yrs 6 mos
Newedge Securities, LLCBroker
June 2018 - Present · 7 yrs 8 mos
State Registrations4 states
CAFLLAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.