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JFS WEALTH ADVISORS, LLC
CRD 145051 · SEC 801-68333
1479 N. HERMITAGE RD., HERMITAGE, PA, 16148, United States
Phone
724-962-3200
Fax
724-962-4611
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.73B
Discretionary AUM
$4.21B
Team
89 total employees; 32 advisory reps; 47 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; REVENUE SHARING ON ELIGIBLE CREDIT, CASH MANAGEMENT, & INSURANCE
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCREDIT, CASH MANAGEMENT, & INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1339 | $494.5M |
| High net worth individuals | 877 | $3.29B |
| Pension/profit sharing plans | 66 | $464.7M |
| Charitable organizations | 36 | $158.0M |
| State/municipal entities | 6 | $168.8M |
| Corporations/business entities | 16 | $152.4M |
States served
AZ, CA, DE, DC, GA, ID, IL, LA, MD, MA, MI, MN, NJ, NM, NY, NC, OH, OR, PA, SC, TN, VA, WV, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD