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Olivier Cornet

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
843 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$250K
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Location

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

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History

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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Other Business ActivitiesSells Insurance

Olivier is an investment advisor representative (IAR) with JSF Financial LLC since 2006, dedicating nearly full-time hours to financial planning and client account management. He is also an insurance agent selling fixed insurance products and the owner/president of PIMICOR, where he engages in financial planning and insurance sales activity, taking about 10-20% of his time.

Employment History
Current Registrations
Jsf Financial, LLC
September 2010 - Present · 15 yrs 5 mos
Newedge Securities, LLCBroker
March 2010 - Present · 15 yrs 11 mos
Previous Registrations
Engemann Asset Management
October 2005 - January 2010 · 4 yrs 3 mos
Vp Distributors INCBroker
October 2005 - January 2010 · 4 yrs 3 mos
Northern Trust Securities, INC
July 2003 - October 2005 · 2 yrs 3 mos
Northern Trust Securities, INC.Broker
July 2003 - October 2005 · 2 yrs 3 mos
Rochdale Investment Management
December 2001 - October 2002 · 10 mos
Rim Securities LLCBroker
August 2001 - October 2002 · 1 yr 2 mos
Pfpc Distributors, INC.Broker
January 2001 - April 2001 · 3 mos
Provident Distributors, INC.Broker
November 2000 - January 2001 · 2 mos
State Registrations8 states
AZCACOMDNVNYTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.