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Adam Richard Etzel

Jfs Wealth Advisors, LLC

Blue Bell, PA

CRD 7731684

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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 2023-04-25
  • PA RA
    APPROVED
    Since 2023-04-25

Branch Locations

790 Penllyn Blue Bell Pike Suite 304, Blue Bell, PA 19422 • 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 Camp Hill PA 04/2023 10/2024
Jfs Wealth Advisors, Llc Camp Hill PA 04/2022 04/2023
Pnc Bank Pittsburgh PA 03/2019 04/2022
Elon University Greensboro NC 09/2018 12/2019
Lawny Jamestown NY 06/2018 08/2018
Elon University School Of Law Greensboro NC 08/2016 12/2018
Jfs Wealth Advisors, Llc Blue Bell PA 10/2024 Present
  • 04/2023 → 10/2024
    Jfs Wealth Advisors, Llc
    Camp Hill, PA
  • 04/2022 → 04/2023
    Jfs Wealth Advisors, Llc
    Camp Hill, PA
  • 03/2019 → 04/2022
    Pnc Bank
    Pittsburgh, PA
  • 09/2018 → 12/2019
    Elon University
    Greensboro, NC
  • 06/2018 → 08/2018
    Lawny
    Jamestown, NY
  • 08/2016 → 12/2018
    Elon University School Of Law
    Greensboro, NC
  • 10/2024 → Present
    Jfs Wealth Advisors, Llc
    Blue Bell, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-17
  • S65 Uniform Investment Adviser Law Examination
    2023-04-17

View on SEC IAPD

Nearby Firms

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED

Nearby Investors

MICHAEL PATRICK WEBER
SEAN Anthony MILLER
JON PHILIP MICHAEL SOBOTKIN

Nearby Offices

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC · BLUE BELL, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BLUE BELL, PA
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC · BLUE BELL, PA

More in Blue Bell, PA

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