{
  "crd_number": 114025,
  "slug": "jsf-financial-llc-los-angeles-ca-114025",
  "primary_business_name": "JSF FINANCIAL, LLC",
  "legal_name": "JSF FINANCIAL, LLC",
  "dbas": [],
  "city": "Los Angeles",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-03-30",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-07-14",
  "carried_forward": false,
  "raum_total": 1972324463.0,
  "raum_discretionary": 1972324463.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 27,
  "advisory_employees": 13,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": 38734634.0,
      "count": 5
    },
    "individuals": {
      "raum": 302857347.0,
      "count": 445
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 33734575.0,
      "count": 21
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1371038670.0,
      "count": 346
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 225959237.0,
      "count": 4
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "IL",
    "LA",
    "NJ",
    "NV",
    "NY",
    "OR",
    "PA",
    "TX",
    "WA"
  ],
  "websites": [
    "https://jsffinancial.com",
    "https://linkedin.com/company/jsf-financial-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/114025",
  "city_as_filed": "LOS ANGELES",
  "url": "https://advisorcensus.com/firm/jsf-financial-llc-los-angeles-ca-114025",
  "display_name": "JSF Financial, LLC",
  "summary": "JSF Financial, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2010, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 14, 2026.",
  "citation": "AdvisorCensus. JSF Financial, LLC (CRD 114025): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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 advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is JSF Financial, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), JSF Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does JSF Financial, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is JSF Financial, LLC located?",
      "a": "JSF Financial, LLC's principal office is in Los Angeles, CA, according to its Form ADV."
    },
    {
      "q": "Is JSF Financial, LLC registered with the SEC or a state?",
      "a": "JSF Financial, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 114025."
    },
    {
      "q": "How much does JSF Financial, LLC manage?",
      "a": "JSF Financial, LLC reports $1,972,324,463 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have JSF Financial, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for JSF Financial, LLC: Regulatory assets under management: $889,105,337 in the October 2021 data and $1,972,324,463 in the October 2026 data, up 122%. Total employees: 18 in October 2021 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does JSF Financial, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (445); high net worth individuals (346); pension and profit sharing plans (but not the plan participants or government pension plans) (21)."
    },
    {
      "q": "Which custodians does JSF Financial, LLC use?",
      "a": "JSF Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does JSF Financial, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/114025"
    },
    {
      "q": "Does JSF Financial, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"A minimum account size of $250,000 of assets under management is generally required for JSF services. This account size is negotiable on a case-by-case basis.\""
    },
    {
      "q": "What changed in JSF Financial, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in OR."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 889105337.0,
      "total_employees": 18,
      "filing_date": "2021-06-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1104156044.0,
      "total_employees": 22,
      "filing_date": "2022-05-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1245416388.0,
      "total_employees": 24,
      "filing_date": "2023-07-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1472089017.0,
      "total_employees": 23,
      "filing_date": "2024-09-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1730429115.0,
      "total_employees": 26,
      "filing_date": "2025-06-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1972324463.0,
      "total_employees": 27,
      "filing_date": "2026-07-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in OR."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,730,429,115 to $1,972,324,463 (+14%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in GA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in LA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1% of assets a year",
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our current annualized advisory fee for these services is generally no more than 1.00% of the value of a client’s assets under management.",
          "Based on the size of the client’s account, the make-up of the client’s portfolio, overall service requirements as well as the complexity of the client’s financial situation, negotiable fee schedules include the following arrangements:"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "A minimum account size of $250,000 of assets under management is generally required for JSF services. This account size is negotiable on a case-by-case basis."
        ]
      }
    ],
    "quotes": [
      "Our current annualized advisory fee for these services is generally no more than 1.00% of the value of a client’s assets under management.",
      "Based on the size of the client’s account, the make-up of the client’s portfolio, overall service requirements as well as the complexity of the client’s financial situation, negotiable fee schedules include the following arrangements:",
      "A minimum account size of $250,000 of assets under management is generally required for JSF services. This account size is negotiable on a case-by-case basis."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/jsf-financial-llc-los-angeles-ca-114025.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 445,
      "fewer_than_5": false,
      "raum": 302857347.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 346,
      "fewer_than_5": false,
      "raum": 1371038670.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 33734575.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 38734634.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": false,
      "raum": 225959237.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/114025",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}