JSF FINANCIAL, LLC
CRD #114025 SEC #801-71250 LOS ANGELES, CA 323-866-0833
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
26
Clients
101
Accounts
2,633
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.7B | $1.7B | $0 | 26 | 57 |
| Jun 2025 | $1.7B | $1.7B | $0 | 26 | 57 |
| Apr 2025 | $1.7B | $1.7B | $0 | 26 | 57 |
| Mar 2025 | $1.7B | $1.7B | $0 | 26 | 57 |
| Dec 2024 | $1.5B | $1.5B | $0 | 23 | 57 |
| Dec 2024 | $1.5B | $1.5B | $0 | 23 | 57 |
| Sep 2024 | $1.5B | $1.5B | $0 | 23 | 57 |
| Jul 2024 | $1.5B | $1.5B | $0 | 23 | 57 |
| Mar 2024 | $1.5B | $1.5B | $0 | 23 | 57 |
| Jul 2023 | $1.2B | $1.2B | $0 | 24 | 45 |
| Mar 2023 | $1.2B | $1.2B | $0 | 24 | 45 |
| May 2022 | $1.1B | $1.1B | $0 | 22 | 44 |
| Mar 2022 | $1.1B | $1.1B | $0 | 22 | 44 |
| Jun 2021 | $889.1M | $889.1M | $0 | 18 | 0 |
| May 2021 | $889.1M | $889.1M | $0 | 18 | 0 |
| Apr 2021 | $889.1M | $889.1M | $0 | 18 | 0 |
| Mar 2021 | $889.1M | $889.1M | $0 | 18 | 0 |
| Feb 2021 | $742.2M | $742.2M | $0 | 18 | 0 |
| Dec 2020 | $742.2M | $742.2M | $0 | 18 | 0 |
| Jun 2020 | $742.2M | $742.2M | $0 | 18 | 0 |
| Mar 2020 | $742.2M | $742.2M | $0 | 18 | 0 |
| Dec 2019 | $569.2M | $569.2M | $0 | 17 | 0 |
| Mar 2019 | $569.2M | $569.2M | $0 | 17 | 0 |
| Dec 2018 | $526.6M | $526.6M | $0 | 17 | 0 |
| May 2018 | $526.6M | $526.6M | $0 | 17 | 0 |
| Mar 2018 | $526.6M | $526.6M | $0 | 17 | 0 |
| Mar 2017 | $424.8M | $424.8M | $0 | 17 | 300 |
| Oct 2016 | $320.2M | $320.2M | $0 | 14 | 200 |
| Mar 2016 | $320.2M | $320.2M | $0 | 14 | 200 |
| Mar 2015 | $313.9M | $313.9M | $0 | 13 | 200 |
| Mar 2014 | $286.9M | $286.9M | $0 | 14 | 200 |
| Oct 2013 | $232M | $230.7M | $1.3M | 15 | 200 |
| Mar 2013 | $232M | $230.7M | $1.3M | 15 | 200 |
| Jan 2013 | $199M | $180M | $19M | 14 | 200 |
| Apr 2012 | $199M | $180M | $19M | 11 | 200 |
| Mar 2012 | $199M | $180M | $19M | 11 | 200 |
| Mar 2011 | $165M | $22M | $143M | -- | -- |
| Aug 2010 | $140M | $20M | $120M | -- | -- |
DateNov 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees26
Clients57
DateJun 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees26
Clients57
DateApr 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees26
Clients57
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees26
Clients57
DateDec 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees23
Clients57
DateDec 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees23
Clients57
DateSep 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees23
Clients57
DateJul 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees23
Clients57
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees23
Clients57
DateJul 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees24
Clients45
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees24
Clients45
DateMay 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees22
Clients44
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees22
Clients44
DateJun 2021
Total AUM$889.1M
Discretionary$889.1M
Non-Disc.$0
Employees18
Clients0
DateMay 2021
Total AUM$889.1M
Discretionary$889.1M
Non-Disc.$0
Employees18
Clients0
DateApr 2021
Total AUM$889.1M
Discretionary$889.1M
Non-Disc.$0
Employees18
Clients0
DateMar 2021
Total AUM$889.1M
Discretionary$889.1M
Non-Disc.$0
Employees18
Clients0
DateFeb 2021
Total AUM$742.2M
Discretionary$742.2M
Non-Disc.$0
Employees18
Clients0
DateDec 2020
Total AUM$742.2M
Discretionary$742.2M
Non-Disc.$0
Employees18
Clients0
DateJun 2020
Total AUM$742.2M
Discretionary$742.2M
Non-Disc.$0
Employees18
Clients0
DateMar 2020
Total AUM$742.2M
Discretionary$742.2M
Non-Disc.$0
Employees18
Clients0
DateDec 2019
Total AUM$569.2M
Discretionary$569.2M
Non-Disc.$0
Employees17
Clients0
DateMar 2019
Total AUM$569.2M
Discretionary$569.2M
Non-Disc.$0
Employees17
Clients0
DateDec 2018
Total AUM$526.6M
Discretionary$526.6M
Non-Disc.$0
Employees17
Clients0
DateMay 2018
Total AUM$526.6M
Discretionary$526.6M
Non-Disc.$0
Employees17
Clients0
DateMar 2018
Total AUM$526.6M
Discretionary$526.6M
Non-Disc.$0
Employees17
Clients0
DateMar 2017
Total AUM$424.8M
Discretionary$424.8M
Non-Disc.$0
Employees17
Clients300
DateOct 2016
Total AUM$320.2M
Discretionary$320.2M
Non-Disc.$0
Employees14
Clients200
DateMar 2016
Total AUM$320.2M
Discretionary$320.2M
Non-Disc.$0
Employees14
Clients200
DateMar 2015
Total AUM$313.9M
Discretionary$313.9M
Non-Disc.$0
Employees13
Clients200
DateMar 2014
Total AUM$286.9M
Discretionary$286.9M
Non-Disc.$0
Employees14
Clients200
DateOct 2013
Total AUM$232M
Discretionary$230.7M
Non-Disc.$1.3M
Employees15
Clients200
DateMar 2013
Total AUM$232M
Discretionary$230.7M
Non-Disc.$1.3M
Employees15
Clients200
DateJan 2013
Total AUM$199M
Discretionary$180M
Non-Disc.$19M
Employees14
Clients200
DateApr 2012
Total AUM$199M
Discretionary$180M
Non-Disc.$19M
Employees11
Clients200
DateMar 2012
Total AUM$199M
Discretionary$180M
Non-Disc.$19M
Employees11
Clients200
DateMar 2011
Total AUM$165M
Discretionary$22M
Non-Disc.$143M
Employees--
Clients--
DateAug 2010
Total AUM$140M
Discretionary$20M
Non-Disc.$120M
Employees--
Clients--