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Manish Kirit Upadhyay

Vice President, Chief Investment OfficerJfs Wealth Advisors, LLCCRD 4369752

About Manish Kirit Upadhyay

Manish Kirit Upadhyay is listed as Vice President, Chief Investment Officer 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 Manish Kirit Upadhyay work?

Manish Kirit Upadhyay is listed as Vice President, Chief Investment Officer at Jfs Wealth Advisors, LLC on SEC Form ADV.

How much of Jfs Wealth Advisors, LLC does Manish Kirit Upadhyay own?

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

Jfs Wealth Advisors, LLC

TitleVice President, Chief Investment Officer
OwnershipUnder 5%
Control personYes
Since2023
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