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).
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Total Assets Under Management2,579MILLION
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Total Number of Accounts5,450ACCOUNTS
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Average Account Value$473,277
- A percentage of assets under your management
- 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
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.