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Thomas A Foglia

Jfs Wealth Advisors, LLC

Blue Bell, PA

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Current Employers
Jfs Wealth Advisors, Llc

1479 N. Hermitage Rd., Hermitage, PA 16148 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-07-16
  • PA RA
    APPROVED
    Since 2021-07-16

Branch Locations

790 Penllyn Blue Bell Pike Suite 304, Blue Bell, PA 19422 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jfs Wealth Advisors, Llc Blue Bell PA 07/2021 Present
Integer Wealth Advisors Group, Llc Blue Bell PA 02/2007 06/2021
Taf Associates, Llc/Iwa Group, Llc Blue Bell PA 01/2006 06/2021
  • 07/2021 → Present
    Jfs Wealth Advisors, Llc
    Blue Bell, PA
  • 02/2007 → 06/2021
    Integer Wealth Advisors Group, Llc
    Blue Bell, PA
  • 01/2006 → 06/2021
    Taf Associates, Llc/Iwa Group, Llc
    Blue Bell, PA
Previous Registrations
  • 2007-02-26 → 2021-07-08
    Integer Wealth Advisors Group, Llc
    Blue Bell, PA
  • 1998-04-14 → 2006-01-25
    Deloitte Investment Advisors Llc
    Philadelphia, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-04-30
S65 Uniform Investment Adviser Law Examination 1997-12-04
  • S63 Uniform Securities Agent State Law Examination
    1998-04-30
  • S65 Uniform Investment Adviser Law Examination
    1997-12-04
Designations

View on SEC IAPD

Other Firms

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED
CETERA INVESTMENT ADVISERS LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
COOMBS WEALTH ADVISORY, LLC
JANNEY MONTGOMERY SCOTT LLC

Other Investors

MICHAEL PATRICK WEBER
SEAN Anthony MILLER
JON PHILIP MICHAEL SOBOTKIN
Joshua David Pearson
Alex LaRosa
David James Lorditch
HENRY WILLIAM FOX
DANIEL LEVINSON

Other Offices

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC · BLUE BELL, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BLUE BELL, PA
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC · BLUE BELL, PA
ROBERT W. BAIRD & CO. INCORPORATED · SENTRY PARK, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Blue Bell, PA
CETERA INVESTMENT ADVISERS LLC · BLUE BELL, PA
MUTUAL OF OMAHA INVESTOR SERVICES, INC. · BLUE BELL, PA
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC · BLUE BELL, PA

More in Blue Bell, PA

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