JSF FINANCIAL, LLC
Latest filing: Apr 02, 2025 (84 days ago)
AUM
$1,730,429,115
18% change vs. 1 year ago
57% change vs. 3 years ago
133% change vs. 5 years ago
451% change vs. 10 years ago
Employee Count
26
13% change vs. 1 year ago
18% change vs. 3 years ago
44% change vs. 5 years ago
100% change vs. 10 years ago
Main Office
LOS ANGELES, CA
6300 WILSHIRE BLVD., LOS ANGELES, CA, UNITED STATES, 90048
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.7 |
| Non-Discretionary | $0.0 |
| Total | $1.7 |
| Client | AUM |
|---|---|
| Retail | $1.5 |
| Pooled | $0.0 |
| Institutional | $0.3 |
| Total | $1.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 478 | $0.3 |
| Average Individual AUM | $552,943 | |
| HNW | 331 | $1.2 |
| Average HNW AUM | $3,595,674 | |
| Retail Total | 809 | $1.5 |
| Average Retail AUM | $1,797,868 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $1.5 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.7 |
| Retail SMA AUM | $1.5 |
| Institutional SMA AUM | $0.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 21% | $0.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 2% | $0.0 |
| Municipal | 13% | $0.2 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 55% | $1.0 |
| Other Pools | 4% | $0.1 |
| Cash | 5% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $1.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| FISHMAN CAPITAL CORPORATION | $0.0 | - | |
| JEFFREY FISHMAN, OF COUNSEL | $0.0 | law firm | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
10 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JEAN CALACHE | LOS ANGELES | CA | S63|2023-12-04 | CERTIFIED FINANCIAL PLANNER | |||||
| ZEV FRIED | LOS ANGELES | CA | S66|2009-09-18 | ||||||
| BORIS GERTSEN | LOS ANGELES | CA | S63|2002-08-13|S66|2004-03-24 | CHARTERED FINANCIAL ANALYST | |||||
| OLIVIER CORNET | LOS ANGELES | CA | S66|2001-09-27 | ||||||
| BORIS GEYZER | LOS ANGELES | CA | S66|2005-08-15 | CHARTERED FINANCIAL ANALYST | |||||
| MORDECHAI FISHMAN | LOS ANGELES | CA | S66|2004-12-21 | ||||||
| JEFFREY FISHMAN | LOS ANGELES | CA | S63|1994-03-09 | ||||||
| NORMA VASQUEZ | LOS ANGELES | CA | S65|2017-08-10 | CERTIFIED FINANCIAL PLANNER | |||||
| BRIAN MERCADO | LOS ANGELES | CA | S63|2011-09-08 | CERTIFIED FINANCIAL PLANNER | |||||
| SETA KESHISHIAN | LOS ANGELES | CA | S66|2018-07-16 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.7 | $0.0 | 0% | 26 | 0 | 0% |
| 2025-04-21 | $1.7 | $0.0 | 0% | 26 | 0 | 0% |
| 2024-04-02 | $1.5 | $0.3 | 18% | 23 | 3 | 13% |
| 2023-04-04 | $1.2 | $0.5 | 39% | 24 | 2 | 8% |
| 2022-04-01 | $1.1 | $0.6 | 57% | 22 | 4 | 18% |
| 2021-04-05 | $0.9 | $0.8 | 95% | 18 | 8 | 44% |
| 2020-04-01 | $0.7 | $1.0 | 133% | 18 | 8 | 44% |
| 2019-04-01 | $0.6 | $1.2 | 204% | 17 | 9 | 53% |
| 2018-04-02 | $0.5 | $1.2 | 229% | 17 | 9 | 53% |
| 2017-04-01 | $0.4 | $1.3 | 307% | 17 | 9 | 53% |
| 2016-04-01 | $0.3 | $1.4 | 440% | 14 | 12 | 86% |
| 2015-04-01 | $0.3 | $1.4 | 451% | 13 | 13 | 100% |
| 2014-04-01 | $0.3 | $1.4 | 503% | 14 | 12 | 86% |
| 2013-04-01 | $0.2 | $1.5 | 646% | 15 | 11 | 73% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AZ-05/04/2021, CA-02/11/1997, FL-03/29/2016, GA-09/12/2024, IL-05/31/2022, NJ-07/13/2023, NV-06/28/2021, NY-10/06/2016, TX-03/29/2012, WA-02/16/2021 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV