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Hannah Geyer Roth

Jfs Wealth Advisors, LLC

Pittsburgh, PA

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Current Employers
Jfs Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-01-24
  • PA RA
    APPROVED
    Since 2025-01-24

Branch Locations

Six Ppg Place Suite 1250, Pittsburgh, PA 15222 • 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
Dimensional Fund Advisors Austin TX 08/2019 09/2023
University Of Iowa Iowa City IA 08/2017 06/2019
Hills Bank And Trust Company Hills IA 07/2016 08/2017
Jfs Wealth Advisors, Llc Pittsburgh PA 01/2025 Present
Homemaker Pittsburgh PA 10/2023 01/2025
  • 08/2019 → 09/2023
    Dimensional Fund Advisors
    Austin, TX
  • 08/2017 → 06/2019
    University Of Iowa
    Iowa City, IA
  • 07/2016 → 08/2017
    Hills Bank And Trust Company
    Hills, IA
  • 01/2025 → Present
    Pittsburgh, PA
  • 10/2023 → 01/2025
    Homemaker
    Pittsburgh, PA
Previous Registrations
Other Businesses

(1) Mennonite Education Agency, Inc.; Investment related - Yes; 3145 Benham Ave, Elkhart, IN 46517; The MEA (Mennonite Education Agency) Investment Committee oversees a pool of money for about 20 schools, seminaries, and congregations. This money is used for endowment and scholarship funds. ; The MEA (Mennonite Education Agency) Investment Committee oversees a pool of money for about 20 schools, seminaries, and congregations. This money is used for endowment and scholarship funds. I attended one of affiliated schools - â?? Goshen College" - for my undergrad, which is my connection to the group. As a member of the board, I meet with the committee to discuss and vote on portfolio performance and allocations.; Started May 01, 2022; Approximately 3 hours per month; During security trading hours: 0; Meet with the committee to discuss and vote on portfolio performance and allocations

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-06
  • S66 Uniform Combined State Law Examination
    2020-01-06
Designations
Other Names
  • Hannah Magdalena Geyer
  • Hannah Magdalena Roth

View on SEC IAPD

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