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JFS WEALTH ADVISORS, LLC
HERMITAGE, PA
724-962-3200
SEC #801-68333Total AUM
$4.7B
Employees
89Clients
2,340Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1479 N. HERMITAGE RD.
HERMITAGE
PA 16148
United States
HERMITAGE
PA 16148
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Monday - Friday
Phone
724-962-3200
Other Offices
9
Financials
Total AUM
$4.7B
Accounts
6,981Discretionary
$4.2B
Accounts
6,700Non-Discretionary
$521.4M
Accounts
281
Clients
Individual Clients
1,339AUM
$494.5M
HNW Individual Clients
877AUM
$3.3B
Pension/Profit Sharing Plan Clients
66AUM
$464.7M
Charitable Organization Clients
36AUM
$158M
Government Entity Clients
6AUM
$168.8M
Corporation or Business Clients
16AUM
$152.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CREDIT, CASH MANAGEMENT, & INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING ON ELIGIBLE CREDIT, CASH MANAGEMENT, & INSURANCE
Compliance
Disclosures
None reported
State Registrations
AZCACTDCDEFLGAIDILLAMAMDMIMNMONCNHNJNMNYOHORPASCTNTXVAWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.