Jesurun Wealth Advisors LLC

Overview

Jesurun Wealth Advisors LLC is organized as a limited liability company that provides financial planning and discretionary portfolio management targeted at individuals and small businesses. The firm uses a mix of billing approaches — percentage-of-assets, hourly rates, and fixed fees — rather than a single, uniform fee model. Public filings characterize the firm as unclassified; its SEC registration year is not listed and it does not identify as a capital allocator. Jesurun Wealth Advisors does not report being active in ESG investing and is not designated as a multi-state adviser. The firm maintains relationships across financial services industries: it lists affiliations with a broker-dealer, an insurance company, and a real estate broker. Those connections suggest the firm may coordinate or offer access to brokerage, insurance, and real estate-related products alongside its advisory services.

Assets & Accounts

Location & Offices