JSF Financial, LLC

RIASEC Registered

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 in 2010. The firm acts as a capital allocator for both individual/family and institutional clients, charging fees by percentage of AUM as well as offering hourly and fixed-fee engagements. Core advisory activities include financial planning, portfolio management for individuals, small businesses and institutions, selecting third‑party advisers, and running educational seminars or workshops. JSF is not positioned as an ESG-focused investor and lists a law firm among its industry affiliations.