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Jfs Wealth Advisors, LLC CRD 145051
$4.73B regulatory AUM 47 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1479 N. Hermitage Rd., Hermitage, PA 16148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-13 |
| PA | RA | APPROVED | 2022-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jfs Wealth Advisors, Llc | Hermitage | PA | 01/2022 | 12/2025 |
| Jfs Wealth Advisors, Llc | Hermitage | PA | 05/2019 | 01/2022 |
| Jfs Wealth Advisors, Llc | Hermitage | PA | 01/2019 | 05/2019 |
| Mass Mutual | Youngstown | OH | 08/2018 | 12/2018 |
| Sherwin Williams | Cleveland | OH | 05/2018 | 08/2018 |
| Domino's Pizza | Cadiz | OH | 05/2015 | 08/2017 |
| Youngstown State University | Youngstown | OH | 08/2015 | 05/2019 |
| Jfs Wealth Advisors, Llc | Hermitage | PA | 01/2026 | Present |
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