JSF FINANCIAL, LLC

RIASEC RegisteredEst. 2010

Total AUM

$2B

Discretionary

$2B

100% of AUM

Avg account

$715K

Accounts

2,759

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 114025
Registered since: March 30, 2010
Website: www.jsffinancial.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.51%
Individuals15.36%
Corporations / Businesses11.46%
Charitable Organizations1.96%
Pension & Profit Sharing Plans1.71%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

JSF Financial, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 2010. The firm serves both individual and family clients as well as institutional accounts and identifies itself as a capital allocator that selects and oversees third‑party managers. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutional clients, plus selection of other advisers and educational seminars and workshops. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee options. JSF Financial is not positioned as an ESG investor and does not list pension consulting or multi‑state adviser activity. The firm also reports an industry affiliation with a law firm, suggesting some degree of professional services integration into its client servicing or referral network.