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Adam Richard Etzel

Jfs Wealth Advisors, LLC

Blue Bell, 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 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

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MUTUAL OF OMAHA INVESTOR SERVICES, INC.
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
COOMBS WEALTH ADVISORY, LLC
JANNEY MONTGOMERY SCOTT LLC

Other Investors

MICHAEL PATRICK WEBER
SEAN Anthony MILLER
JON PHILIP MICHAEL SOBOTKIN
Joshua David Pearson
Alex LaRosa
David James Lorditch
HENRY WILLIAM FOX
DANIEL LEVINSON

Other 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
ROBERT W. BAIRD & CO. INCORPORATED · SENTRY PARK, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Blue Bell, PA
CETERA INVESTMENT ADVISERS LLC · BLUE BELL, PA
MUTUAL OF OMAHA INVESTOR SERVICES, INC. · BLUE BELL, PA
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC · BLUE BELL, PA

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