JSF Financial, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 114025
- Registered since
- March 30, 2010
- Website
- www.jsffinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.51%
- Individuals15.36%
- Corporations / Businesses11.46%
- Charitable Organizations1.96%
- Pension & Profit Sharing Plans1.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
JSF Financial, LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2010. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars and workshops. Fee arrangements are flexible and include a percentage of AUM, hourly charges and fixed fees. The firm is not positioned as an ESG-focused manager and does not report multi-state adviser status. An industry affiliation with a law firm is noted.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities22%
- State & Local Bonds11%
- Cash & Cash Equivalents4%
- Private Funds3%
Owners & executives
2 of 2
Samuel Sekine
Chief Operating OfficerCRD 5763500
Shari Fishman
Chief Compliance OfficerCRD 5791638
Contacts
3 of 12
Jeffrey Fishman
FounderCRD 2451588
Mordechai Fishman
Registered RepresentativeCRD 4084796
Boris Geyzer
Portfolio ManagerCRD 4818741
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$499M in ETFs
66%
$331M
31%
$168M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $83.1M | 127,252 | 16.67% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 6300 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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