JFS Wealth Advisors, LLC

RIASEC RegisteredEst. 2007

Total AUM

$4.7B

Discretionary

$4.2B

89% of AUM

Avg account

$677K

Accounts

6,981

Employees

Advisory reps

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

FINTRX

Overview

JFS Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2007. The firm serves both individuals and families as well as institutional clients and functions as a capital allocator, directing assets to third-party managers and external funds alongside direct portfolio management. Its advisory services include financial planning, portfolio management for individuals and small businesses and for institutions, pension consulting services, and selection of other advisers. Business activities listed include acting as an “other financial product” salesperson and a range of industry affiliations that extend into broker-dealer relationships and sponsorship/management roles for private investment vehicles. Fee arrangements are varied — percentage-of-AUM is used alongside hourly and fixed-fee engagements and other arrangements — reflecting a mix of wealth management and consultancy work. JFS Wealth Advisors is not classified as an active ESG investor. The firm received recognition from FA Magazine in 2020 as a Top RIA Firm.