Thomas Foglia (CRD# 2981800) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Blue Bell, PA and has over 26 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jfs Wealth Advisors, LLC | Blue Bell, PA | Jul 2021 - Current | 2 |
| Integer Wealth Advisors Group, LLC | Blue Bell, PA | Feb 2007 - Jun 2021 | 14 |
| Taf Associates, Llc/iwa Group, LLC | Blue Bell, PA | Jan 2006 - Jun 2021 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1997 |
- PA
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Total Assets Under Management3,389MILLIONS
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Total Number of Accounts6,043ACCOUNTS
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Average Account Value$560,872
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CT, DC, DE, FL, GA, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV
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