JS Alan, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$15,800,000
Clients
13
Advisors
2
of 2 employees
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
Main office
468 N. Camden Dr., Suite 200
Beverly Hills CA 90210
Advisors at this office
2
Most active in
California
Also doing business as
Jalan Capital · Jalan Capital Group, LLC · Js Alan, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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 licenses and with 25 years of industry experience. His prior roles include positions at Anchor Wealth Management, Cetera Investment Services, Uvest Financial Services Group, and Wells Fargo Investments. 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 for individual and high-net-worth clients, as well as institutional and industry client types, delivering investment supervisory services and consultative advice directly to client accounts.
Alan L
Series 63, Series 65
Beverly Hills, CA
JS Alan, LLC
Alan Li is a financial advisor with JS Alan, LLC in Beverly Hills, CA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His work history includes positions at Jalan Capital Group, Anchor Wealth Management, LLC, and Apriem Advisors. Outside of his advisory role, he is also licensed to sell health insurance products and acts as an agent for several major providers. 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, high-net-worth, and several institutional or industry clients, offering investment supervisory services and consultative advice tailored to client accounts.
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