Thomas A Foglia

Employer firm

Jfs Wealth Advisors, LLC CRD 145051

$4.73B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CREDIT, CASH MANAGEMENT, & INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S63 Uniform Securities Agent State Law Examination
  1998-04-30
• S65 Uniform Investment Adviser Law Examination
  1997-12-04

Designations

• Personal Financial Specialist