J
JS Consulting
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
4
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$0
About
JS Family Consulting Inc. provides advisory services primarily by selecting and referring clients to third‑party investment advisers rather than directly managing client portfolios. It serves individual clients (including high‑net‑worth individuals) and business entities, offering the same suite of selection services to all clients while tailoring implementation to each client's income, tax situation, and risk tolerance.
The firm does not exercise investment discretion, custody client assets, or trade client accounts; responsibility for portfolio management, reporting, and periodic reviews lies with the third‑party advisers it recommends. JFCI is compensated through fee‑sharing arrangements with those advisers and discloses referral relationships that may influence recommendations.
Compared with many independent advisers, JFCI’s model is notable for not providing direct portfolio management for individual clients and for not relying on percentage‑of‑AUM billing, both of which are statistically uncommon among peers. The firm also discloses an outside accounting practice by its principal and specific referral arrangements with established broker‑dealers, which are relevant when evaluating potential conflicts of interest.
Client services
Selection of other advisers
Main office location
JS Consulting
Tustin CA, United States
Number of offices
1
Most active in
JS Consulting has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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