JSF FINANCIAL, LLC

CRD 114025File 801-71250

APPROVED

Retail clients

Custody

Filing as of Jul 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.97B

Top 25% of cohort (national)

Discretionary AUM

$1.97B

Clients

821

2,759 accounts

Employees

Top 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Mar 30, 2010
Principal office: 6300 WILSHIRE BLVD., SUITE 2100, LOS ANGELES, CA, 90048
Phone: 323-866-0833
Website: HTTP://WWW.JSFFINANCIAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.97B
Discretionary AUM: $1.97B
Non-discretionary AUM: $0
Discretionary accounts: 2,759
Non-discretionary accounts: 0
Total accounts: 2,759
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	4	$226.0M
Charitable organizations	5	$38.7M
High net worth individuals	346	$1.37B
Pension and profit sharing plans	21	$33.7M
Individuals (other than high net worth individuals)	445	$302.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.