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 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.

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.