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).
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Total Assets Under Management1,752MILLION
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Total Number of Accounts4,122ACCOUNTS
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Average Account Value$425,146
- 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)
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
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.
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.
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.
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.
William Reynard (CRD# 3125805) 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. 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.
Joseph Virostek (CRD# 826142) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Pittsburgh, PA and has over 34 years of experience in the finance industry.
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.
Thomas Wilson (CRD# 4420606) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Pittsburgh, PA and has over 11 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.
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.
James Lee (CRD# 2540585) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Pittsburgh, PA and has over 22 years of experience in the finance industry.