# JSF Financial, LLC

> 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.

- CRD: 114025
- Filed as: JSF FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: July 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/114025
- AdvisorCensus page: https://advisorcensus.com/firm/jsf-financial-llc-los-angeles-ca-114025

## Quick answers

**How is JSF Financial, LLC compensated?**
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).

**How much does JSF Financial, LLC charge?**
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); Flat fee: $500 to $75,000 a year (financial planning fees); Hourly rate: $1,295 an hour (financial planning fees); Hourly rate: $995 an hour (financial planning fees); Hourly rate: $695 an hour (financial planning fees); Hourly rate: $495 an hour (financial planning fees); Hourly rate: $295 an hour (financial planning fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is JSF Financial, LLC located?**
JSF Financial, LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is JSF Financial, LLC registered with the SEC or a state?**
JSF Financial, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 114025.

**How much does JSF Financial, LLC manage?**
JSF Financial, LLC reports $1,972,324,463 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary).

**How have JSF Financial, LLC's assets and staff changed since 2021?**
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.

**What types of clients does JSF Financial, LLC serve?**
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).

**Which custodians does JSF Financial, LLC use?**
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.

**Does JSF Financial, LLC report any disciplinary disclosures?**
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

**Does JSF Financial, LLC state an account minimum?**
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."

**What changed in JSF Financial, LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in OR.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> 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:

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> 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.

- Flat fee: $500 to $75,000 a year (financial planning fees)

> Our financial planning fees are generally calculated and charged on a fixed fee basis, typically ranging from $500 to $75,000 annually, depending on the specific arrangement reached with the client.

- Hourly rate: $1,295 an hour (financial planning fees)

> Alternatively, our financial planning fees can be calculated and charged on an hourly basis at the following non-negotiable hourly rates: Mr. Jeffrey Fishman $1,295/hour

- Hourly rate: $995 an hour (financial planning fees)

> Mr. Mordechai Fishman $995/hour

- Hourly rate: $695 an hour (financial planning fees)

> Mr. Olivier Cornet $695/hour

- Hourly rate: $495 an hour (financial planning fees)

> Ms. Seta Keshishian $495/hour

- Hourly rate: $295 an hour (financial planning fees)

> Mr. Jean Calache $295/hour

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,972,324,463
- Discretionary: $1,972,324,463
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 445 | $302,857,347 |
| High net worth individuals | 346 | $1,371,038,670 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 21 | $33,734,575 |
| Charitable organizations | 5 | $38,734,634 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 4 | $225,959,237 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 27 total, 13 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, FL, IL, LA, NJ, NV, NY, OR, PA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jsffinancial.com
- LinkedIn @jsf-financial-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $889,105,337 | 18 | June 28, 2021 |
| October 2022 | $1,104,156,044 | 22 | May 26, 2022 |
| October 2023 | $1,245,416,388 | 24 | July 13, 2023 |
| October 2024 | $1,472,089,017 | 23 | September 12, 2024 |
| October 2025 | $1,730,429,115 | 26 | June 17, 2025 |
| October 2026 | $1,972,324,463 | 27 | July 14, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in OR.

### April 2026
- 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).

### January 2026
- No longer registered or notice-filed in GA.

### December 2025
- Registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JSF Financial, LLC (CRD 114025): Form ADV filing data as of October 2026.