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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-05 |
| IN | RA | APPROVED | 2017-06-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 02/2005 | 01/2017 |
| Lincoln Investment | Bluffton | IN | 01/2017 | Present |
JLS Wealth Advisors, Inc. Position: President, Secretary and Sole Director Nature: S-corp (tax filing only) Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 2/13/2025 Address: 211 Water St. Bluffton, IN 46714 Description: Business income and expense reporting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-14 |
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