Our team

Mordechai Fishman

Managing Director / Investment Advisor Representative

Mordechai Fishman is the head of JSF’s Financial Planning Group and an Investment Adviser Representative, in addition to serving as one of the firm’s Managing Directors. His financial planning knowledge is as deep and diverse as his whisky collection, and his natural outgoing nature and relentless curiosity are his keys tools in addressing the goals and priorities of his clients.

Mordechai’s ability to find commonality with people from all walks of life helps make him a trusted and formidable adviser and advocate in all situations. Beneath Mordechai’s sometimes-unconventional personal manner lies an iron grip on the cold calculus of personal finance and profound understanding of human nature, and he fuses these qualities together to help his clients make smart choices that align their financial priorities with their own nuanced personalities.

Mordechai holds a Bachelor’s Degree from Yeshiva University in New York City.  He received his certificate in Personal Financial Planning from UCLA.  Mordechai began his career in the financial industry at Salomon Smith Barney before joining JSF in 2004.

He is the blessed (and sometimes exhausted) father of four kids, active in the community, and participates as a board member, volunteer and supporter of social causes in the LA area.

Check the background of our investment professionals on FINRA’s BrokerCheck https://brokercheck.finra.org.

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