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firm profile

JSF Financial, LLC

RIA Los Angeles, CA CRD 114025 Last verified October 2026

Overview

JSF Financial, LLC is an SEC registered investment adviser based in Los Angeles, CA, registered since 1997. It reports $2B in assets under management across 2,759 accounts, with 27 employees. It has 12 investment adviser representatives.

Reported AUM
$2B
Discretionary
100%
Accounts
2,759
Average account
$715K
Employees
27
Advisory reps
12
Registered since
1997
Jurisdictions
12

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Educational Seminars
  • Financial Planning
  • Individuals or Small Business
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Other Advisors
Client types
  • Charities and Non-Profits
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
  • Pension/Profit Sharing Plan
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 5

2 more executive officers, with direct contact details

Advisory reps 3 of 12

9 more advisory reps, with emails, phones and branch locations

Location

Headquarters
6300 Wilshire Blvd Ste 2100
Los Angeles, CA 90048
County
Los Angeles
Metro area
Los Angeles-Long Beach-Anaheim, CA
Region
West

Registrations

Every state, with registration dates

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