BG
CFA
BG
CFA

Boris Gertsen

23 Years of Experience
Broker
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 Activities

Boris is an investment advisor representative (IAR) with JSF Financial LLC since 1999, providing financial planning advice and managing client accounts. This activity takes nearly a full-time commitment, with slightly less time dedicated during market hours.

Employment History
Current Registrations
Newedge Securities, LLCBroker
February 2010 - Present · 16 yrs
Jsf Financial, LLC
March 2004 - Present · 21 yrs 11 mos
Previous Registrations
Cantella & CO., INC.Broker
September 2003 - March 2010 · 6 yrs 6 mos
Royal Alliance Associates, INC.Broker
July 2002 - September 2003 · 1 yr 2 mos
State Registrations3 states
CAFLGA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.