SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
JSF Financial, LLC
Los Angeles, CA
CRD 114025
Firm filing updated July 14, 2026 ·
- $2BAssets
- 821Clients
- 13Advisory staff
- 2,759Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals445
- High net worth individuals346
- Pension and profit sharing plans21
- Charities5
- Corporations or other businesses4
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 445 | $302.9 million |
| High net worth individuals | 346 | $1.4 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 21 | $33.7 million |
| Charitable organizations | 5 | $38.7 million |
| Corporations or other businesses not listed above | 4 | $226.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$2.0 billion
- Accounts2,759
- DiscretionaryAll accounts
People
- Employees27
- Advisory staff13
- Broker-dealer reps12
- Licensed insurance agents6
- Planning clients101 to 250
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 114025, SEC file 801-71250.
- Registered with the SEC as an investment advisor (status date on record: March 30, 2010).
Is JSF Financial, LLC a fiduciary?
Short answer: JSF Financial, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 12 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
6 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.