While December brought an immense amount of news to markets and market-watchers, the end of 2020 has easily been overshadowed by political events in the first week of January. Like you, we are watching this historic period unfold in real-time.

  • Tailored advice for life's unique challenges

    We provide holistic financial planning, investment management, and private wealth services for individuals, families, foundations and institutions seeking customized advice and partnership.

  • JSF Whitepaper: 2020 Election

    The stock market has seen its share of volatility in 2020. Through the first nine months of this year, the S&P 500 moved up or down by at least 2% on 42 days. This already makes it the most volatile year for U.S. stocks since the 2008–2009 Financial Crisis.


    JSF Financial was founded by Jeff Fishman in 1996 as an independent wealth manager dedicated to helping clients build a stronger financial future. While we’ve grown significantly, our commitment to each client and our reputation for integrity, candor and expertise remain unchanged.

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