Karen Chikosky, financial advisor Hermitage PA
70 score

Karen Chikosky

CRD Number: 4604194
Current Firm: Jfs Wealth Advisors, LLC

Karen Chikosky (CRD# 4604194) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Hermitage, PA and has 1 year of experience in the finance industry. Karen Chikosky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jfs Wealth Advisors, LLC Hermitage, PA Aug 2007 - Current 9
Jazwinski Financial Services, Inc. Hermitage, PA Nov 2000 - Aug 2007 6

Karen Chikosky has no recent exams reported.
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Karen L. Chikosky
Phone Number: 724-962-3200
Firm Website: http://www.jfswa.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,752
    MILLIONS
  • Total Number of Accounts
    4,122
    ACCOUNTS
  • Average Account Value
    $425,146
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CT, DC, DE, FL, GA, HI, IL, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WI, WV

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BADGES
70

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