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Ashley Renee Cline

Jfs Wealth Advisors, LLC

Hermitage, PA

CRD 6668729

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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
OH RA APPROVED 2024-02-15
PA RA APPROVED 2024-01-29
  • OH RA
    APPROVED
    Since 2024-02-15
  • PA RA
    APPROVED
    Since 2024-01-29

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 01/2024 Present
Hda Wealth Management Poland OH 11/2018 11/2022
Jfs Wealth Advisors, Llc Hermitage PA 08/2023 12/2023
Jfs Wealth Advisors, Llc Hermitage PA 11/2022 08/2023
Hda Wealth Management Poland OH 02/2016 11/2018
Youngstown State University Youngstown OH 01/2016 05/2018
Designations
  • Certified Financial Planner

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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