

JSF Financial Information
Contact top employees from
JSF Financial
Summary
Based in fast-paced, sunny Los Angeles, the JSF Financial team has a passion for helping our clients achieve their financial goals. We focus on listening to what is important and provide innovative w...Show more
Organization Website | jsffinancial.com |
Social Links | |
Phone Number | +1.323.866.0833 |
Industries | |
Headquarters Location | 6300 Wilshire Blvd Ste 700, Los Angeles, CA, 90048 US |
Employees Size | 10-50 employees |
Founded | 1996 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2007 | Sole Proprietorship | 25 - 100 | 4.4M | $0 | |
| 2011 | - | 25 - 100 | 14.8M | $0 | |
| 2016 | Privately Held | 1-10 | - | $- | |
| - | Privately Held | 10-50 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at JSF Financial shows a diverse range of experience levels:
4% have been with the company for less than 1 year14% for 1–2 years11% for 3–4 years18% for 5–7 years11% for 8–10 years43% have over 11 years of service at JSF FinancialContact top employees from
JSF Financial
Patricia Calvert
Executive Assistant to Founder
Jake Derian
Financial Planning Associate
Priscilla Castro
Operations Associate
Frances Calma
Operations Associate
Mimi Luong
Operations Associate
Lisa Glick
Director of Philanthropic Planning
Simon Drakeford
Associate
Boris Geyzer
Portfolio Manager
Nona Laulile
Senior Operations Associate
Almen Rule
Financial Planning Associate
Emily Kirby
Client Service Associate
Rosemary Clara
Senior Financial Advisor
Daniella Krayzelburg
Financial Planning Intern
Marissa Brasko
Director of Client Experience
Samuel Sekine
Chief Operating Officer
Marissa Welch
Executive Assistant to Jeffrey Fishman
Jean Calache
Wealth Management - Personal Financial Planning, Investments, Insurance, Taxes, Estate Planning
Norma Vasquez
Financial Planner
Shari Fishman
Chief Compliance Officer
Francesca Bonaudo
Data and Compliance Associate
Seta Keshishian
Financial Planner
Boris Gertsen
Director of Portfolio Management
Jeff Fishman
Founder
Natasha Williams
Office Administrator
Gabriela Chodakiewitz
Financial Planning Associate
Olivier Cornet
Managing Director / Financial Planner
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FAQ
JSF Financial operates in the Finance industries. More details can be found on the official website: jsffinancial.com.
The headquarters of JSF Financial are located in Los Angeles, United States.
You can contact JSF Financial by phone at +1.323.866.0833.
JSF Financial currently employs 10-50 people.
Well-known competitors of JSF Financial include Hafner Financial Group, Warwick Valley Financial Advisors, Forefront and QA Wealth Management.








