JSF Financial Information

In 1996, Jeff Fishman’s deep lifelong passion for helping people and his expertise and experience in financial services converged in the founding of JSF Financial. Jeff, a former attorney, moved away from practicing law, motivated by a calling to help people financially rather than legally. He tapped into his undergraduate education in business and economics, and specialization in tax and estate planning from law school to lead legal classes on finances, taxes, pensions, and estate planning. JSF Financial grew organically through enthusiastic word-of-mouth referrals from attendees and recommendations from other professional advisors. As we’ve grown, we’ve added talented professionals from across financial planning and investment management disciplines, building a world-class advisory firm that is equipped to help clients navigate even the most sophisticated wealth planning issues. Today, JSF Financial continues to focus on the highly personal side of finances. Happy clients remain JSF Financial’s number one source of growth and we’re proud to provide each client with dedication and personal service. When we are managing a retirement savings account, strategizing for an estate plan, exploring tax minimization strategies, or navigating the implications of a financial windfall, we take care to offer clients our compassion, kindness, and care every step of the way. - Securities are offered through NewEdge Securities, LLC, 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 NewEdge Securities, LLC. Neither NewEdge Securities, LLC nor JSF Financial, LLC provide tax or legal advice. Posted comments may not be those of NewEdge Securities, LLC or JSF Financial, LLC. Posted comments may not be representative of the experience of clients and do not indicate future performance or success.