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 an LLC and operating since 2010. The firm serves both individual and family clients as well as institutional clients and acts as a capital allocator, deploying client capital into third‑party managers in addition to managing discretionary portfolios directly. Its fee arrangements include asset‑based charges, hourly fees, and flat fees, and its advisory services span financial planning, portfolio management for individuals and businesses, selection of outside advisers, and educational workshops. JSF Financial does not identify as an active ESG investor and does not position itself as a multi‑state or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 78Active vs passive
$614M in ETFs
57%
$348M
38%
$266M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $97M | 129,530 | 15.79% |
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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