Jfs Wealth Advisors, LLC

Jfs Wealth Advisors, LLC (CRD# 145051) is a financial advisory firm headquartered in Hermitage, PA. They manage $2,579,357,538 in 5,450 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,579
    MILLION
  • Total Number of Accounts
    5,450
    ACCOUNTS
  • Average Account Value
    $473,277
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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CT, DC, DE, FL, GA, IL, LA, MA, MD, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV

Financial Advisors at Jfs Wealth Advisors, LLC
Showing 1 - 10 of 23 top financial advisors.
1
Thomas N. Alvare
CRD#: 2218424
2005 S. Easton Road, Suite 200, Doylestown, PA 18901

Thomas Alvare (CRD# 2218424) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Doylestown, PA and has over 28 years of experience in the finance industry.

2
Sarah J. Amey
CRD#: 4959651
Six Ppg Place, Suite 1250, Pittsburgh, PA 15222

Sarah Amey (CRD# 4959651) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Pittsburgh, PA and has over 15 years of experience in the finance industry. Sarah Amey 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.

3
Ryan C. Barrett
CRD#: 3244197
2005 S. Easton Road, Suite 200, Doylestown, PA 18901

Ryan Barrett (CRD# 3244197) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Doylestown, PA and has over 21 years of experience in the finance industry. Ryan Barrett 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.

4
Louis V. Colella
CRD#: 6436075
1479 N. Hermitage Road, Hermitage, PA 16148

Louis Colella (CRD# 6436075) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Hermitage, PA and has 1 year of experience in the finance industry. Louis Colella 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.

5
Gary A. Dalessandro
CRD#: 4610933
1479 N. Hermitage Rd., Hermitage, PA 16148

Gary Dalessandro (CRD# 4610933) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Hermitage, PA and has 1 year of experience in the finance industry. Gary Dalessandro 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.

6
Aaron K. Dayton
CRD#: 6041029
1479 N. Hermitage Rd., Hermitage, PA 16148

Aaron Dayton (CRD# 6041029) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Hermitage, PA and has 1 year of experience in the finance industry. Aaron Dayton 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.

7
Sean M. Gibbon
CRD#: 6840609
Six Ppg Place, Suite 1250, Pittsburgh, PA 15222

Sean Gibbon (CRD# 6840609) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Pittsburgh, PA and has over 3 years of experience in the finance industry. Sean Gibbon 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.

8
Barbara J. Glover
CRD#: 6557759
2005 S. Easton Road, Suite 200, Doylestown, PA 18901

Barbara Glover (CRD# 6557759) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Doylestown, PA and has 1 year of experience in the finance industry. Barbara Glover 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.

9
Robert C. Jazwinski
CRD#: 1689366
1479 N. Hermitage Rd., Hermitage, PA 16148

Robert Jazwinski (CRD# 1689366) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Hermitage, PA and has over 33 years of experience in the finance industry. Robert Jazwinski 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.

10
Gregory W. Klipstein
CRD#: 5397528
2005 S. Easton Road, Suite 200, Doylestown, PA 18901

Gregory Klipstein (CRD# 5397528) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Doylestown, PA and has over 4 years of experience in the finance industry.

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