Jsf Financial, LLC is a large advisory firm based in Los Angeles. It manages $569.22 million of regulatory assets for 1,315 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Florida, New York, and Texas.
Jsf Financial provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jsf Financial, LLC is $569.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 307% since the beginning of its operation, and $2.32 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Jsf Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Jsf Financial is high net worth individuals with 207 clients and $467.12 million of assets under management. Among the 9 most similar advisory firms, Jsf Financial has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $564.41 million for 454 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Jsf Financial doesn't advise any private funds.
The company employs 17 people that are either part- or full-time employees. 65 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Jsf Financial, LLC performs its advisory services is located at 6300 Wilshire Blvd., Los Angeles, CA 90048, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 323-866-0833 or by fax 323-866-0838. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at jsffinancial.com and its LinkedIn profile.