| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Kennedy Dayton Control | Vice President | Under 5% | 2024 |
| Amanda Lynn Marcello Control | Vice President | Under 5% | 2022 |
| August Nicholas Santillo Control | Chief Compliance Officer | Under 5% | 2023 |
Jfs Wealth Advisors, LLC reports $4 billion in regulatory assets under management on its Form ADV.
Jfs Wealth Advisors, LLC reports 86 employees.
Jfs Wealth Advisors, LLC is based in Hermitage, PA and has been SEC-registered since 2007.
Jfs Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1479 N. Hermitage Rd., Hermitage, PA 16148 |
| Phone | 724-962-3200 |
| Fax | 724-962-4611 |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $3.51B |
| Non-discretionary | $491.8M |
| Total (RAUM) | $4.01B |