JS Consulting
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JS Family Consulting Inc. provides advisory services primarily by selecting and referring clients to third‑party investment advisers rather than directly managing client portfolios. It serves individual clients (including high‑net‑worth individuals) and business entities, offering the same suite of selection services to all clients while tailoring implementation to each client's income, tax situation, and risk tolerance.
The firm does not exercise investment discretion, custody client assets, or trade client accounts; responsibility for portfolio management, reporting, and periodic reviews lies with the third‑party advisers it recommends. JFCI is compensated through fee‑sharing arrangements with those advisers and discloses referral relationships that may influence recommendations.
Compared with many independent advisers, JFCI’s model is notable for not providing direct portfolio management for individual clients and for not relying on percentage‑of‑AUM billing, both of which are statistically uncommon among peers. The firm also discloses an outside accounting practice by its principal and specific referral arrangements with established broker‑dealers, which are relevant when evaluating potential conflicts of interest.
Client services
Main office
Tustin CA
Advisors at this office
1
Most active in
California
Also doing business as
Js Consulting · Js Family Consulting Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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