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Aaron Kennedy Dayton

Jfs Wealth Advisors, LLC

Hermitage, PA

CRD 6041029

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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:

Current Employers
Jfs Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2012-03-22
  • PA RA
    APPROVED
    Since 2012-03-22

Branch Locations

1479 N. Hermitage Rd., Hermitage, PA 16148 • 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 Hermitage PA 03/2012 07/2024
Jfs Wealth Advisors, Llc Hermitage PA 07/2024 Present
Designations
  • Certified Financial Planner
Other Names
  • Aaron Dayton

View on SEC IAPD

Nearby Firms

LEGACY ADVISORY GROUP, INC.
STONEX ADVISORS INC.
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

SHERRI LEA MARINI
DAVID ANDREW GOLLNER
ALISTAIR MCKEE KELLY

Nearby Offices

LEGACY ADVISORY GROUP, INC. · HERMITAGE, PA
STONEX ADVISORS INC. · Hermitage, PA
WELLS FARGO CLEARING SERVICES, LLC · HERMITAGE, PA

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