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Jsf Financial, LLC

● SEC registered since 2010CRD 114025SEC# 801-71250Los Angeles, CA
Export (members)
Reg. AUM
$1.97B
Employees
27
Accounts
2,759
Location
Los Angeles, CA

Jsf Financial, LLC assets under management

Jsf Financial, LLC is an investment advisory firm registered with the SEC based in Los Angeles, CA. The firm has been registered since 2010. It reports $2 billion in regulatory assets under management and employs 27 people.

Jsf Financial, LLC owners & executives

10 reported
NameTitleOwnershipSince
Jeffrey S Fishman and Sharon Fishman Trust 2/4/1998 ControlOwnerOver 75%2025
Jeffrey Seth Fishman ControlCo Trustee Of The Jeffrey S Fishman And Sharon Fishman Trust 2/4/1998Over 75%1998
Jeffrey Seth Fishman ControlManaging MemberUnder 5%1995
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Frequently asked questions

How much does Jsf Financial, LLC manage?

Jsf Financial, LLC reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does Jsf Financial, LLC have?

Jsf Financial, LLC reports 27 employees.

Where is Jsf Financial, LLC located?

Jsf Financial, LLC is based in Los Angeles, CA and has been SEC-registered since 2010.

Does Jsf Financial, LLC disclose fund performance?

Jsf Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6300 Wilshire Blvd., Suite 2100, Los Angeles, CA 90048
Phone323-866-0833
Fax323-866-0838
Office hours8:30 a.m. - 5:30 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1802224
Discloses disciplinary historyNo

Regulatory AUM

$1.97B▲ 14%
Mar '25 — $1.73BApr '25 — $1.73BMay '25 — $1.73BJun '25 — $1.73BJul '25 — $1.73BAug '25 — $1.73BSep '25 — $1.73BOct '25 — $1.73BNov '25 — $1.73BDec '25 — $1.73BJan '26 — $1.73BFeb '26 — $1.73BMar '26 — $1.97BApr '26 — $1.97BMay '26 — $1.97BJun '26 — $1.97B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers

Assets under management

$1.97Bregulatory AUM
Discretionary $1.97B