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Casie Robyn Merchant

Jfs Wealth Advisors, LLC

Hermitage, PA

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Current Employers
Jfs Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-01-04
PA RA APPROVED 2024-01-04
  • OH RA
    APPROVED
    Since 2024-01-04
  • PA RA
    APPROVED
    Since 2024-01-04

Branch Locations

1479 N. Hermitage Rd., Hermitage, PA 16148 • 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
Fnb Corporation Hermitage PA 05/2017 08/2018
The Buhl Club Sharon PA 01/2019 11/2020
Jfs Wealth Advisors Hermitage PA 07/2020 08/2023
Jfs Wealth Advisors Hermitage PA 08/2023 01/2026
Fnb Corporation Hermitage PA 08/2019 12/2019
Kent State University Kent OH 08/2016 05/2018
Youngstown State University Youngstown OH 08/2018 05/2020
Jfs Wealth Advisors Hermitage PA 01/2026 Present
  • 05/2017 → 08/2018
    Fnb Corporation
    Hermitage, PA
  • 01/2019 → 11/2020
    The Buhl Club
    Sharon, PA
  • 07/2020 → 08/2023
    Jfs Wealth Advisors
    Hermitage, PA
  • 08/2023 → 01/2026
    Jfs Wealth Advisors
    Hermitage, PA
  • 08/2019 → 12/2019
    Fnb Corporation
    Hermitage, PA
  • 08/2016 → 05/2018
    Kent State University
    Kent, OH
  • 08/2018 → 05/2020
    Youngstown State University
    Youngstown, OH
  • 01/2026 → Present
    Jfs Wealth Advisors
    Hermitage, PA
Designations
Other Names
  • Casie Robyn Scott

View on SEC IAPD

Other Firms

LEGACY ADVISORY GROUP, INC.
STONEX ADVISORS INC.
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC

Other Investors

SHERRI LEA MARINI
DAVID ANDREW GOLLNER
ALISTAIR MCKEE KELLY
CHRYSTAL AMBER SWOPE
JOHN JOSEPH CLARK
RICHARD A ANGOTT
JOSHUA W STELLE
MATTHEW T BOWER

Other Offices

LEGACY ADVISORY GROUP, INC. · HERMITAGE, PA
STONEX ADVISORS INC. · Hermitage, PA
WELLS FARGO CLEARING SERVICES, LLC · HERMITAGE, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Hermitage, PA
CETERA INVESTMENT ADVISERS LLC · HERMITAGE, PA
CETERA INVESTMENT ADVISERS LLC · HERMITAGE, PA
CETERA INVESTMENT ADVISERS LLC · HERMITAGE, PA
EDWARD JONES · HERMITAGE, PA

More in Hermitage, PA

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