# EDGAR Filing Document

**Accession Number:** 0000945520
**File Stem:** 0000945520-26-000004
**Filing Date:** 2026-3
**Character Count:** 2745
**Document Hash:** b9d1b7d33328b132b1988662f6788729
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000945520-26-000004.hdr.sgml**: 20260312

**ACCESSION NUMBER**: 0000945520-26-000004

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260312

**DATE AS OF CHANGE**: 20260312

**EFFECTIVENESS DATE**: 20260312

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SHEARSON FINANCIAL SERVICES, LLC
- **CENTRAL INDEX KEY:** 0000945520

**ORGANIZATION NAME:**
- **EIN:** 113229526
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-48313
- **FILM NUMBER:** 26747898

**BUSINESS ADDRESS:**
- **STREET 1:** 7000 W. PALMETTO PARK ROAD
- **STREET 2:** SUITE 501
- **CITY:** BOCA RATON
- **STATE:** FL
- **ZIP:** 33433
- **BUSINESS PHONE:** 561-613-4727

**MAIL ADDRESS:**
- **STREET 1:** 7000 W. PALMETTO PARK ROAD
- **STREET 2:** SUITE 501
- **CITY:** BOCA RATON
- **STATE:** FL
- **ZIP:** 33433

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** LF FINANCIAL, LLC
- **DATE OF NAME CHANGE:** 20071003

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** LF ROTHSCHILD, LLC
- **DATE OF NAME CHANGE:** 20070131

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** KAPLAN & CO. SECURITIES INC.
- **DATE OF NAME CHANGE:** 20070105

### Attached PDF Documents

**Attachment 1:** `shearsonshortaudit25.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000945520

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** Yes

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** SHEARSON FINANCIAL SERVICES, LLC

**Business Address:** 7000 W. PALMETTO PARK ROAD, SUITE 501, BOCA RATON, FL, 33433

**Contact Person:** Jed Kaplan

**Contact Phone:** 561-613-4727

### Independent Public Accountant Identification

**Accountant Name:** Assurance Dimensions

**Accountant Address:** 3111 N University Dr, Suite 621, Coral Springs, FL, 33065

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Jed Kaplan**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **SHEARSON FINANCIAL SERVICES, LLC**, as of **12-31-2025**, are true and correct.

**Signature:** Jed Kaplan

**Title:** CEO