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Sean Marcus Gibbon

Jfs Wealth Advisors, LLC

Pittsburgh, PA

CRD 6840609

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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 2017-08-01
  • PA RA
    APPROVED
    Since 2017-08-01

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
Jfs Wealth Advisors, Llc Hermitage PA 07/2017 02/2020
Jfs Wealth Advisors, Llc Hermitage PA 06/2016 07/2017
Jfs Wealth Advisors, Llc Pittsburgh PA 02/2020 08/2023
Jfs Wealth Advisors, Llc Pittsburgh PA 08/2023 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-20
  • S65 Uniform Investment Adviser Law Examination
    2017-07-20
Designations
  • Certified Financial Planner
Other Names
  • Sean Gibbon

View on SEC IAPD

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