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1479 N. Hermitage Rd., Hermitage, PA 16148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jfs Wealth Advisors, Llc | Hermitage | PA | 06/2019 | 07/2023 |
| Ernst And Young | Pittsburgh | PA | 09/2010 | 06/2019 |
| Jfs Wealth Advisors, Llc | Hermitage | PA | 08/2023 | Present |
Name = Tecum Capital Partners; Investment related - Yes; Address = 8000 Brooktree Road, Suite 310, Wexford, PA 15090; Nature of Business = Multi strategy investment firm; Position = Advisory Board Member; Start Date = Q4 2021; Number of Hours = 2 hours per quarter (during trading hours); Duties = The Advisory Board will be responsible for determining the appropriateness of any action or inaction that may constitute or result in a conflict of interest between the Fund, on the one hand, and the General Partner, the Investment Manager, and their affiliates (including the Prior Funds) on the other hand. The Advisory Board will also advise on any other matter submitted to it by the General Partner.
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