Jfs Wealth Advisors, LLC

Jfs Wealth Advisors, LLC (CRD# 145051) is a financial advisory firm headquartered in Hermitage, PA. They manage $1,752,450,334 in 4,122 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,752
    MILLION
  • 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
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.

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

Financial Advisors at Jfs Wealth Advisors, LLC
Showing 1 - 10 of 20 top financial advisors.
1
Sarah J. Amey
CRD#: 4959651
Six Ppg Place, Suite 1250, Pittsburgh, PA 15222
96
Wealthminder
score

Sarah Amey (CRD# 4959651) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Pittsburgh, PA and has over 12 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.

2
Ryan C. Barrett
CRD#: 3244197
2005 S. Easton Road, Suite 200, Doylestown, PA 18901
96
Wealthminder
score

Ryan Barrett (CRD# 3244197) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Doylestown, PA and has over 18 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.

3
Robert C. Jazwinski
CRD#: 1689366
1479 N. Hermitage Rd., Hermitage, PA 16148
96
Wealthminder
score

Robert Jazwinski (CRD# 1689366) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Hermitage, PA and has over 30 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.

4
Amanda L. Marcello
CRD#: 4529820
1479 N. Hermitage Rd., Hermitage, PA 16148
96
Wealthminder
score

Amanda Marcello (CRD# 4529820) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Hermitage, PA and has over 10 years of experience in the finance industry. Amanda Marcello 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
William T. Reynard
CRD#: 3125805
2005 S. Easton Road, Suite 200, Doylestown, PA 18901
96
Wealthminder
score

William Reynard (CRD# 3125805) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Doylestown, PA and has over 19 years of experience in the finance industry. William Reynard 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
Joseph J. Virostek
CRD#: 826142
Six Ppg Place, Suite 1250, Pittsburgh, PA 15222
96
Wealthminder
score

Joseph Virostek (CRD# 826142) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Pittsburgh, PA and has over 35 years of experience in the finance industry.

7
Robert M. Vogel
CRD#: 4140530
2005 S. Easton Road, Suite 200, Doylestown, PA 18901
96
Wealthminder
score

Robert Vogel (CRD# 4140530) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Doylestown, PA and has over 17 years of experience in the finance industry. Robert Vogel 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
Thomas D. Wilson
CRD#: 4420606
Six Ppg Place, Suite 1250, Pittsburgh, PA 15222
96
Wealthminder
score

Thomas Wilson (CRD# 4420606) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Pittsburgh, PA and has over 12 years of experience in the finance industry. Thomas Wilson 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
Thomas N. Alvare
CRD#: 2218424
2005 S. Easton Road, Suite 200, Doylestown, PA 18901
93
Wealthminder
score

Thomas Alvare (CRD# 2218424) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Doylestown, PA and has over 25 years of experience in the finance industry.

10
James S. Lee
CRD#: 2540585
Six Ppg Place, Suite 1250, Pittsburgh, PA 15222
93
Wealthminder
score

James Lee (CRD# 2540585) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Pittsburgh, PA and has over 23 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.