JSF FINANCIAL, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	23
Investment Advisory/Research	14
Registered Broker-Dealer Representatives	11
Registered State Investment Advisers	10
Licensed Agents of an Insurance Company	7
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	2,400	$1.5B
Non-Discretionary	0	$0
Total	2,400	$1.5B

Clients

Type	Number	RAUM
Individuals	458	$218.9M
HNW Individuals	317	$1.0B
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	22	$28.1M
Charitable organizations	5	$27.2M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	5	$177.0M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	57
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	9.1M

Portfolio Manager to Program	Sponsor
JSF WRAP FEE PROGRAM	JSF FINANCIAL, LLC

Identifiers

SEC RIA File Number	801-71250
SEC ERA File Number	801-71250
SEC CIK Numbers	1802224
SEC CRD Numbers	114025
Legal Entity Identifier	48167514

Principal Office

6300 WILSHIRE BLVD.
SUITE 700
LOS ANGELES
CA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic