JC
CFP

Jean Elie Calache

6 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
843 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
Financial Plan Fee:$500 - $75,000
Hourly Rate:$395 - $1,295/hr

JSF Financial's advisory fee is generally no more than 1.00% of assets under management, but is negotiable based on account size, portfolio makeup, service requirements, and financial complexity. A minimum account size of $250,000 is generally required, but is also negotiable. Financial planning fees range from $500 to $75,000 annually, or are billed hourly at rates from $395 to $1,295 per hour depending on the advisor.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Advisor Information

Office location

6300 Wilshire Boulevard, Suite 2100, Los Angeles, CA, 90048

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Newedge Securities, LLCBroker
May 2024 - Present · 1 yr 8 mos
Jsf Financial, LLC
March 2019 - Present · 6 yrs 10 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jean Elie Calache - Financial Advisor | AdvisorDiscover