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Jsf Financial, LLC

Jsf Financial, LLC is a RIA based in Central LA, CA with $287M in AUM and with 8 advisors nationwide.

Advisors (8)

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Name Start Date
Boris Gertsen Mar 2004
Boris Geyzer Sep 2005
Zev Jeffrey Fried Sep 2010
Olivier Cornet Sep 2010
Mordechai Leib Fishman Sep 2005
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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$286.9M
Total Assets
454
Accounts
$631.9K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Jeffrey Seth Fishman Managing Member 07/01/1995
Shari Fishman Chief Compliance Officer 03/01/2011

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
6300 Wilshire Blvd.
Los Angeles , CA 90048
Phone Number: 323-866-0833
Other Offices Address City State Zip
6300 Wilshire Blvd. Los Angeles CA 90048

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions