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Ryan Christopher Tiesi

Jfs Wealth Advisors, LLC

Hermitage, PA

CRD 7219894

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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 2020-09-11
  • PA RA
    APPROVED
    Since 2020-09-11

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 06/2019 07/2023
Ernst And Young Pittsburgh PA 09/2010 06/2019
Jfs Wealth Advisors, Llc Hermitage PA 08/2023 Present
Other Businesses

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.

Designations
  • Chartered Financial Analyst
Other Names
  • Ryan Christopher Tiesi

View on SEC IAPD

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