NV
CFP
NV
CFP

Norma Araceli Vasquez

8 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 Blvd, 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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Employment History
Current Registrations
Newedge Securities, LLCBroker
July 2025 - Present · 7 mos
Jsf Financial, LLC
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Churchill Management Group
August 2017 - May 2021 · 3 yrs 9 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.