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James Stephen Lee

Vice PresidentJfs Wealth Advisors, LLCCRD 2540585

About James Stephen Lee

James Stephen Lee is listed as Vice President at Jfs Wealth Advisors, LLC in Hermitage, PA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Jfs Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Stephen Lee work?

James Stephen Lee is listed as Vice President at Jfs Wealth Advisors, LLC on SEC Form ADV.

How much of Jfs Wealth Advisors, LLC does James Stephen Lee own?

Form ADV reports a beneficial ownership band of Under 5%.

Jfs Wealth Advisors, LLC

TitleVice President
OwnershipUnder 5%
Control personYes
Since2013
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