JFS Wealth Advisors is an investment advisor in Hermitage with $3.53 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
260580799
SEC advisor number
801-68333
FINRA CRD number
145051
AUM ?
$2.98 bn
(as of 4 Mar 24)
Accounts
5,936
(as of 4 Mar 24)
Employees
89
(30 investment advisory or research)
Address
JFS Wealth Advisors
1479 N. HERMITAGE RD
HERMITAGE
PA 16148
1479 N. HERMITAGE RD
HERMITAGE
PA 16148
Phone
724-962-3200
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21