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Jack S
Series 63, Series 65
Beverly Hills, CA
JS Alan, LLC
Jack Sih Jr. is a financial advisor with JS Alan, LLC in Beverly Hills, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Anchor Wealth Management, LLC since 2007. In addition to his advisory role, he is involved with Guardian Insurance & Annuity Company, assisting with clients’ 401(k) plans under JS Alan LLC. JS Alan, LLC is a registered investment adviser with two advisors managing approximately $19.6 million across 13 clients. The firm serves individual and high-net-worth clients, providing portfolio management and investment advisory services with a focus that includes several institutional and industry client types uncommon for firms of its size.
Alan L
Series 63, Series 65
Beverly Hills, CA
JS Alan, LLC
Alan Li is a financial advisor with JS Alan, LLC, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has worked at Jalan Capital Group since 2008 and Anchor Wealth Management, LLC since 2005. Outside of advisory services, he sells health insurance policies through JSA Insurance Services, LLC. JS Alan, LLC is a small registered investment adviser with two advisors managing approximately $19.6 million for 13 clients. The firm provides portfolio management and investment advisory services to individual and high-net-worth clients, as well as several institutional and industry client types, which is notable given the firm's size.
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