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 ?
$3.39 bn
(as of 29 Mar 24)
Accounts
6,043
(as of 29 Mar 24)
Employees
84
(32 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