$2.0B Total AUM
$2.0B Disc. AUM
-- 3Y CAGR
27 Employees
866 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Newedge Securities
- Clients
- Retail and Institutional
- Platforms
- ValueEmber +more
- Established Date
- 02-11-1997
- Office Locations
- 1
Office Locations
6300 Wilshire Boulevard Suite 2100 LOS Angeles CA
About JSF Financial, LLC
JSF Financial, LLC is a LOS Angeles-based RIA. The firm has been operating for 29 years. Managing $2.0B in total assets under management, with 13 advisory representatives. They custody assets with Fidelity/NFS and Newedge Securities. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
40 AVG AGE
$151.7M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
13.7 yrs AVG TENURE
27 Employees
13 Advisory Reps
10 RIA Reps
29yrs Firm Age
Insights
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Accredited Investors
Ember optima
Asset Classes
Atlas Eagle Delta radial Fusion harbor Eagle Alpha Pioneer Alpha
Client Personas
Alpha horizon
CRM
Pioneer Delta ember
Custodian
Capital Ember legacy Ember Matrix signal
Investment Themes
Fusion Pathway summit Frontier vertex Atlas zenith North oak
Investment Vehicles
Value Pathway quantum
Platform
Summit Catalyst
Services
Crest Pioneer Wave Foundation Summit element Vector pioneer Meridian optima Element alpha
Technology
Optima Summit timber Vital delta Oak Element unison
Owner & Executives
S
SHOSHANA FISHMAN
--
- CRD
- --
- Ownership
- 10% but less than 25%
(531) 713-4554
crest.glacier@primecapital.com
in linkedin.com/in/crest-momentum
JEFFREY SETH FISHMAN
Founder, Managing Member
- CRD
- #2451588
- Ownership
- Less than 5%
(748) 335-5212
optima.zenith@crestcapital.com
in linkedin.com/in/radial-capital
B
Beacon bridge
Beacon pioneer ember
- CRD
- #76623
- Ownership
- 48.6%
(841) 815-5739
bridge.meridian@northcapital.com
in linkedin.com/in/peak-signal
Showing 2 of 5 owners & executives
Unlock allContacts
G
Gabriela Arenzano Chagas
--
- CRD
- #8094362
(548) 402-1543
beacon.harbor@alphacapital.com
in linkedin.com/in/frontier-bridge
JEAN ELIE CALACHE
Analyst
- CRD
- #6605420
(234) 539-8533
bridge.horizon@signalcapital.com
in linkedin.com/in/unison-pioneer
F
Fusion timber
Insight foundation
- CRD
- #92247
(803) 918-1857
capital.north@beaconcapital.com
in linkedin.com/in/peak-oak
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,972,324,463 | $714,869 |
| Non-Discretionary | $0 | -- |
| Total | $1,972,324,463 | $714,869 |
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Separately Managed Accounts
Total SMA Asset: $1,972,324,463
Public Funds:
19.1% Equity - Exchange:
21.2% Municipal Bonds:
20.9% Cash:
10.4% Private Funds:
8.1% Corporate - Investment Grade:
10.2% U.S. Government/Agency:
10.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,168,534,644 | 19.1% |
| Equity - Exchange | $1,297,012,275 | 21.2% |
| Municipal Bonds | $1,278,658,328 | 20.9% |
| Cash | $636,270,173 | 10.4% |
| Private Funds | $495,556,577 | 8.1% |
| Corporate - Investment Grade | $624,034,208 | 10.2% |
| U.S. Government/Agency | $617,916,225 | 10.1% |
| Total | $6,117,982,430 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST CREST VITAL | CATALYST PATHWAY | UACCQ3LCE | GMJO | 2.46% | $27,274,272 |
| PATHWAY FOUNDATION | VITAL PEAK | LFPKMZHJF | CFJDI | 8.44% | $10,891,179 |
| ZENITH ATLAS | VITAL VITAL | UYX4KEZYG | MOY | 3.27% | $62,284,515 |
| VITAL FUSION | QUANTUM ELEMENT | H7MFEYY73 | FUG | 3.16% | $116,915,108 |
| ELEMENT BEACON PATHWAY | BRIDGE CAPITAL | HVQKFCEOX | WYRGP | 0.71% | $78,108,501 |
| ATLAS SIGNAL | MERIDIAN UNISON | D5E9CK6J4 | TIEX | 2.88% | $13,283,114 |
| MOMENTUM QUANTUM | CAPITAL GLACIER | LL36OUKNK | SZXN | 2.15% | $109,475,087 |
| RADIAL FOCUS VECTOR | PRIME LEGACY | 13APBDB9N | UWRY | 10.52% | $51,844,817 |