JS ALAN, LLC

Overview

JS Alan, LLC is a small, fee-based advisory firm organized as an LLC that combines insurance-brokerage activity with portfolio management for individual and small-business clients. The firm charges fees tied to assets under management and concentrates its investment program on publicly traded equities, using exchange-traded vehicles as the primary building blocks of client portfolios. Client relationships span individuals and families as well as select institutional accounts, and the adviser does not position itself as an ESG-focused manager. Investment posture is equity-biased with a clear preference for liquid, exchange-traded exposure. Outside the core equity sleeve, the firm supplements client portfolios with traditional fixed-income and insurance products. JS Alan, LLC does not identify as a multi-state adviser, capital allocator, or pension consultant; its advisory remit is oriented toward day-to-day portfolio management rather than running proprietary alternative asset platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices