A complete list of active advisors currently associated with JS Consulting

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

JS Family Consulting Inc. provides advisory services by referring clients to third‑party investment advisers and generally serves individuals, high‑net‑worth individuals, and business entities; the firm offers the same suite of services to all clients and does not impose an account minimum. It does not take custody of client assets or exercise discretionary trading authority over client accounts. The firm’s investment approach is limited to vetting and selecting other advisers, verifying that recommended managers are properly licensed or notice‑filed, and documenting fee‑sharing arrangements with those managers; ongoing portfolio management and account reviews are performed by the selected third‑party advisers. Because JFCI does not manage client portfolios directly, clients receive custody and reporting from the custodians and managers they engage. Noteworthy aspects include that JFCI reports no assets under management and does not charge percentage‑of‑AUM advisory fees, relying instead on fee‑sharing and referral arrangements with third‑party advisers. The brochure also discloses outside business activities by a firm representative—a registered representative relationship with a broker‑dealer and an ownership interest in a tax/accounting firm—which are disclosed as potential conflicts and for which clients are informed they are not required to use affiliated services.

To learn more about the advisors currently working at JS Consulting, 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.