JSF FINANCIAL, LLC

6300 Wilshire Blvd.
Suite 2100
Los Angeles, California 90048
Tel: 323-866-0833

About JSF FINANCIAL, LLC

JSF FINANCIAL, LLC, formally registered with the SEC as JSF FINANCIAL, LLC. The firm was established in 03/30/2010. They have over 1 offices throughout the country.

JSF FINANCIAL, LLC is a Los Angeles, California based Financial Planning firm with nearly $1,472,089,017 assets under management, offering retirement planning & investment advisory services to 2400 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114025
SEC#	801-71250
Assets Managed by Firm	$1,472,089,017
No. of Clients	2400
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2400	$1,472,089,017
Individuals (other than high net worth individuals)	458	$218,879,709
High net worth individuals	317	$1,020,865,920
Pension and profit sharing plans	22	$28,107,555
Charitable organizations	5	$27,237,809
Corporations or other businesses	5	$176,998,024

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