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JSF FINANCIAL, LLC
CRD 114025 · SEC 801-71250
6300 WILSHIRE BLVD., SUITE 2100, LOS ANGELES, CA, 90048, United States
Phone
323-866-0833
Fax
323-866-0838
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.97B
Discretionary AUM
$1.97B
Team
27 total employees; 13 advisory reps; 45 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 445 | $302.9M |
| High net worth individuals | 346 | $1.37B |
| Pension/profit sharing plans | 21 | $33.7M |
| Charitable organizations | 5 | $38.7M |
| Corporations/business entities | 4 | $226.0M |
States served
AZ, CA, IL, LA, NV, NJ, NY, PA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD