Financial Planning
Your personal JSF financial planner works with you to craft your investment management, financial planning, or private wealth strategy. We offer our clients an extensive team of dedicated experts and passionate professionals with experience in a wide range of financial planning areas and scenarios.
Investment management
JSF Financial’s investment management team develops and executes your personal investment strategy in tandem with our financial planners. Our professionals guide client portfolio construction and investment management by leveraging in-depth knowledge, as well as market and economic research.
Client Service
JSF Financial's client service team works to provide seamless service and ongoing attention to every detail of your financial life, from opening accounts and overseeing withdrawals, to providing pertinent financial reminders. Behind the scenes, this team ensures that you can feel that your money is truly working for you.
Business Operations
The JSF business management team carries out our strategic initiatives and keeps our office running smoothly in overall operational strategy, philanthropic planning, compliance, and administration. Our business operations group supports our specialized teams and provides critical fuel for our efficiency and growth.
