One of the longest standing members of JSF Financial, Beatriz joined the JSF team in 1999 – when the office consisted of only four people. Starting as Jeff’s assistant where she did everything from scheduling to trading, she has since become the Director of Client Service. As the head of the client service team, Beatriz […]
As a Client Service Associate, Nathan prides himself on helping our clients with their unique needs as they pertain to account operations, while ensuring each experience is pleasant and effective. He thrives in the team-focused environment at JSF and values his interactions with people in all forms, whether it be clients, advisors, or affiliated third-party […]
Simon’s role as an Operations Associate encourages daily collaboration with different team members and departments, giving him unique insight into JSF practices. He enjoys working with his teammates and views each task as an opportunity to help make a meaningful and positive impact on clients’ financial wellbeing. Simon grew up in Costa Mesa, then made […]
Priscilla joined JSF in 2023 as an Assistant on our Admin Team, but has since pivoted to our Client Service team where she is now an Operations Associate. Priscilla loves being able to engage with clients and provide support to them when needed. The shift in roles let her continue to work on a team […]
Frances became a part of the JSF team in 2024 as an operations associate where she thrives during our end of year rush, or any busy time for that matter. She enjoys interacting with clients daily and encountering new tasks that need problem solving. Frances is naturally inquisitive and appreciates all the opportunities to learn, […]
Mimi joined the Client Service team at JSF in the beginning of 2025. She assists our Client Service team with account openings, running reports, and insurance reviews. Alongside her coworkers, she helps to ensure that everything is running smoothly on the operations side. She enjoys being part of a group that directly contributes to the […]
JSF Financial is an SEC-registered investment adviser; however such registration does not imply a certain level of skill or training and no inference to the contrary should be made. This website is being provided for informational purposes only and should not be considered investment advice or a reccomendation to buy or sell any securities. Securities offered through NewEdge Securities, LLC, member FINRA/SIPC. Financial advice is offered through JSF Financial, LLC, a Registered Investment Adviser. JSF Financial, LLC is not a subsidiary or control affiliate of NewEdge Securities, LLC.
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