JS Alan, LLC

Updated today

Find your advisor

Client assets under management

$15,800,000

Clients

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$1,215,385

About

JS Alan, LLC is a small registered investment adviser with two advisors managing approximately $19.6 million for 13 clients. Its Form ADV indicates the firm provides portfolio management and investment advisory services for individual and high‑net‑worth clients and typically charges on a percentage‑of‑assets basis.

The brochure describes the firm delivering investment supervisory services and consultative advice directly to client accounts, with periodic account reviews and reporting outlined in its ADV. These service types align with common practices among supported advisers rather than subscription or publication‑based offerings.

What is distinctive in JS Alan’s ADV is the inclusion of several institutional and industry client types — including sovereign wealth funds, banking or thrift institutions, state or municipal governments, insurance companies, other investment advisers, and insurance brokers or agents — categories that are uncommon for firms of this size. Paired with a two‑advisor team and a small client roster, this suggests a high degree of client concentration and specialized institutional or intermediary relationships atypical for peers in the supported category.

Client services

Portfolio management

Main office location

JS Alan, LLC

468 N. Camden Dr., Suite 200

Beverly Hills CA 90210, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

310-858-5533

Advisors at this firm

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.

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support