Inactive

Gregory Harrison Reif

Jfs Wealth Advisors, LLC

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Current Employers

Jfs Wealth Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2021-02-02

PA RA
APPROVED

Since 2021-02-02

Branch Locations

1853 William Penn Way, Lancaster, PA 17605 • 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

Organization	City	State	From	To
Compass Ion Advisors, Llc	Conshohocken	PA	06/2018	12/2020
Lankenau Medical Center Foundation	Wynnewood	PA	09/2013	06/2018
Jfs Wealth Advisors, Llc	Doylestown	PA	01/2021	07/2024
Jfs Wealth Advisors, Llc	Doylestown	PA	07/2024	Present

06/2018 → 12/2020

Compass Ion Advisors, Llc

Conshohocken, PA
09/2013 → 06/2018

Lankenau Medical Center Foundation

Wynnewood, PA
01/2021 → 07/2024

Jfs Wealth Advisors, Llc

Doylestown, PA
07/2024 → Present

Jfs Wealth Advisors, Llc

Doylestown, PA

Previous Registrations

2018-06-27 → 2020-12-15

Compass Ion Advisors, Llc

Conshohocken, PA
2012-06-05 → 2014-04-09

United Capital Financial Advisors

North Wales, PA
2009-02-12 → 2012-05-31

Sage Financial Group Inc.

West Conshohocken, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-10-24

S65 Uniform Investment Adviser Law Examination

2008-10-24

Designations

View on SEC IAPD

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