JFS Wealth Advisors, LLC

RIASEC Registered

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, SEC-registered investment adviser (registered in 2007) organized as an LLC that serves both high‑net‑worth individuals and families as well as institutional clients. The firm combines financial planning and portfolio management for individuals, small businesses and institutions with pension consulting and a practice of selecting third‑party advisers for clients. Its fee arrangements include percentage-of-AUM, hourly and fixed-fee engagements. JFS also functions as a capital allocator and is affiliated with a range of industry participants (broker-dealers, insurance firms, accountants, law firms and sponsors/GPs of pooled vehicles), and it has been recognized by FA Magazine as a Top RIA Firm in 2020. The firm does not identify as an active ESG investor.