A complete list of active advisors currently associated with JS Alan, LLC

Warmer can help you find a great advisor at JS Alan, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at JS Alan, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.