Jsf Financial, Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $2.0B
- Clients
- 821
- Avg AUM / client
- $2.4M
- Accounts
- 2,759
- Employees
- 27
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 445 | $303M | 15.4% |
| High net worth individuals | 346 | $1.4B | 69.5% |
| Pension and profit sharing plans | 21 | $33.7M | 1.71% |
| Charitable organizations | 5 | $38.7M | 1.96% |
| Corporations and other businesses | 4 | $226M | 11.5% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Seth Fishman | Managing Member | Jul 1995 (31y) | 50% – 75% | |
| Fishman, Shari | Chief Compliance Officer | Mar 2011 (15y) | 50% – 75% | |
| Sekine, Samuel | Chief Operations Officer | Jan 2018 (9y) | Less than 5% | |
| Boris Gertsen | Registered representative | CFA | Mar 2004 (22y) | |
| Boris Geyzer | Registered representative | CFA | Sep 2005 (21y) | |
| Mordechai Leib Fishman | Registered representative | Sep 2005 (21y) | ||
| Olivier Cornet | Registered representative | Sep 2010 (16y) | ||
| Zev Jeffrey Fried | Registered representative | Sep 2010 (16y) | ||
| Seta Keshishian | Registered representative | CFP | Aug 2018 (8y) | |
| Jean Elie Calache | Registered representative | CFP | Mar 2019 (7y) | |
| Norma Araceli Vasquez | Registered representative | CFP | Aug 2021 (5y) | |
| Nicholas Joseph Gutierrez | Registered representative | Sep 2025 (1y) | ||
| Gabriela Arenzano Chagas | Registered representative | Feb 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $2.0B (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗