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Jfs Wealth Advisors, LLC CRD 145051
$4.73B regulatory AUM 47 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1479 N. Hermitage Rd., Hermitage, PA 16148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-20 |
| PA | RA | APPROVED | 2007-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jfs Wealth Advisors, Llc | Hermitage | PA | 01/2010 | 07/2022 |
| Jfs Wealth Advisors, Llc | Hermitage | PA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-19 |
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