A complete list of active advisors currently associated with JSF Financial, LLC
Warmer can help you find a great advisor at JSF Financial, LLC or one who fits your needs even better.
JSF Financial provides discretionary investment management, financial planning, wealth management and retirement plan advisory to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, charitable organizations, and businesses. The firm manages roughly $1.97 billion for about 791 client relationships and operates as an 11‑advisor multi‑team offering both bespoke portfolio management and access to third‑party managers and private investment funds. The firm tailors portfolios through client interviews and ongoing reviews, using individualized discretionary accounts alongside model asset‑allocation strategies — including a large‑cap equity model concentrated in approximately 30 holdings — with dynamic asset allocation across mutual funds, ETFs, alternatives and private funds. JSF discloses formal monitoring and due diligence for third‑party managers and certain private investment funds, and it also assists clients with donor‑advised funds through Fidelity Charitable (with active discretionary management for accounts meeting a stated opening threshold). JSF’s brochure highlights a few features that differ from many peers: a principal of the firm is licensed to practice law and provides legal services through a separate legal entity and an unaffiliated law firm, with those legal services provided outside the advisory relationship and separately compensated; the brochure notes potential conflicts arising from those outside activities. The firm also documents use of model or hypothetical performance in its materials for certain strategies and the engagement of outside consultants for economic outlook and alternative‑asset research, practices that are less common among multi‑team peers.
To learn more about the advisors currently working at JSF Financial, 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.
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