JFS Wealth Advisors, LLC
Firm details
- Headquarters
- HERMITAGE, Pennsylvania
- CRD number
- 145051
- Registered since
- October 2, 2007
- Website
- www.jfswa.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI69.58%
- Individuals10.46%
- Pension & Profit Sharing Plans9.83%
- State / Municipal Government3.57%
- Charitable Organizations3.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
JFS Wealth Advisors, LLC is an independent, SEC-registered wealth manager that operates as a capital allocator for both individual/family and institutional clients. The firm combines fee-based financial planning with discretionary portfolio management, pension consulting and the selection of outside advisers. Its client engagement options include percentage-of-AUM, hourly and fixed-fee arrangements. Investment activity centers on public funds and ETF exposures, but JFS also acts as an allocator to third-party managers and private placement opportunities. The firm’s advisory scope and industry affiliations indicate it can sponsor or participate in pooled vehicles and work with outside managers when seeking specialty exposures or bespoke solutions. JFS does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities6%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 4LAURA BLAIRE
Chief Operating Officer & PartnerCRD 5288185
MANISH UPADHYAY
Chief Investment Officer & PartnerCRD 4369752
RYAN TIESI
Co-CEOCRD 7219894
Contacts
3 of 31Mark Browne
Wealth AdvisorCRD 7974905
GARY DALESSANDRO
Wealth Management StrategistCRD 4610933
Ashley Cline
Associate Wealth AdvisorCRD 6668729
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 416Active vs passive
$1.6B in ETFs
63%
$1B
35%
$583M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $157M | 4,046,394 | 9.87% |
Location
HERMITAGE, PA
MERCER
Location
HERMITAGE, PA
Headquartered in HERMITAGE, PA, anchoring the Youngstown-Warren, OH-PA metro in the Northeast.
- Metro area
- Youngstown-Warren, OH-PA
- Region
- Northeast
- County
- MERCER
- Address
- 1479 N Hermitage Rd
- Time zone
- ET (UTC-5)
- Office locations
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