JSF Financial Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

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 wealth management and planning solutions – now and for the future.

JSF Financial was founded in 1996 by Jeff Fishman, J.D., a former lawyer with a passion for helping people and a keen interest in financial services. Jeff started building the firm by giving educational classes about financial, tax, and estate planning to law firms, building his clientele by piquing the interest of attendees.

Over time, word spread to friends and family about the JSF Financial team’s attentive service, extensive knowledge, and commitment to looking out for both the human and financial aspects of financial planning. Continuing through today, the engine of our growth is fueled primarily by client referrals and their professional advisors.

From one person, our founder, the firm has grown to more than 20, and we continue to expand in both size and scope, remaining a trusted strategic partner to our clients on financial decisions of all sizes. Each employee at JSF Financial is dedicated to nurturing our culture of personal attention and compassionate service. This culture, one that Jeff made into a reality, makes us the most responsive, innovative, and team-oriented financial services firm available.

-

Securities are offered through Mid Atlantic Capital Corporation (MACC), a registered Broker Dealer, Member FINRA/SIPC. Financial Advice is offered through JSF Financial, LLC a Registered Investment Adviser. JSF Financial, LLC is not a registered entity or a subsidiary or control affiliate of MACC. Neither MACC nor JSF Financial, LLC provide tax or legal advice. Posted comments may not be those of MACC or JSF Financial, LLC. Posted comments may not be representative of the experience of clients and do not indicate future performance or success.

Find JSF Financial employees' phone numbers or email addresses

JSF Financial Global Highlights

Location
Employees

North America
39

Minus sign iconPlus sign icon
  • United States Of America
    39

JSF Financial's Leadership

  • Stylized image of a person
    H. S.
    Executive Account Manager
    Phone icon
  • Stylized image of a person
    M. L.
    Operations Associate
    Phone icon
  • Stylized image of a person
    J. S.
    Insurance Broker
    Phone icon
  • Stylized image of a person
    A. K.
    Financial Planning And Executive Assistant
    Phone icon
  • Stylized image of a person
    C. S.
    Teacher
    Phone icon
  • Stylized image of a person
    L. B.
    Alarm Security Operator
    Phone icon
  • Stylized image of a person
    M. F.
    Accounting And Operations Administrator
    Phone icon
  • Stylized image of a person
    M. W.
    Executive Assistant To Jeffrey Fishman
    Phone icon

Contact profiles from JSF Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    H. S.
    Executive Account Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. L.
    Operations Associate
    Phone icon
    Aug 11, 2025
  • Stylized image of a person
    J. S.
    Insurance Broker
    Phone icon
    United StatesNew Jersey
    Oct 17, 2025
  • Stylized image of a person
    A. K.
    Financial Planning And Executive Assistant
    Phone icon
    UNITED STATES
    Oct 21, 2024
  • Stylized image of a person
    C. S.
    Teacher
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    L. B.
    Alarm Security Operator
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. F.
    Accounting And Operations Administrator
    Phone icon
    United States
    Aug 11, 2025
  • Stylized image of a person
    M. W.
    Executive Assistant To Jeffrey Fishman
    Phone icon
    UNITED STATES
    Oct 26, 2023

Frequently Asked Questions

What is JSF Financial known for?

Minus sign iconPlus sign icon
JSF Financial was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 6300 Wilshire Boulevard, Suite 700; you can contact the main corporate office by phone at . Explore JSF Financial's company overview page for more information.

What is JSF Financial's most common email format?

Minus sign iconPlus sign icon
JSF Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more JSF Financial email formats with LeadIQ.

How many employees does JSF Financial have currently?

Minus sign iconPlus sign icon
JSF Financial has approximately 39 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are JSF Financial's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, JSF Financial's key employees include:

  • Executive Account Manager: H. S.
  • Operations Associate: M. L.
  • Insurance Broker: J. S.
  • Financial Planning And Executive Assistant: A. K.
  • Teacher: C. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.