JFS Wealth Advisors, LLC

RIASEC RegisteredEst. 2007

Total AUM

$4.7B

Discretionary

$4.2B

89% of AUM

Avg account

$677K

Accounts

6,981

Employees

Advisory reps

Firm details

Headquarters: Hermitage, Pennsylvania
CRD number: 145051
Registered since: October 2, 2007
Website: www.jfswa.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI69.58%
Individuals10.46%
Pension & Profit Sharing Plans9.83%
State / Municipal Government3.57%
Charitable Organizations3.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

JFS Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2007. The firm serves both individual/family clients and institutional clients and identifies itself as a capital allocator — meaning it places client capital with external managers alongside its own managed strategies. Its compensation mix includes percentage-of-AUM fees as well as hourly and fixed-fee engagements. Service offerings emphasize comprehensive financial planning and portfolio management for individuals, small businesses and institutions, plus pension consulting and the selection of sub-advisers. The firm also engages in other financial product distribution and maintains a network of industry affiliations that spans broker-dealers, accounting and law firms, insurance entities, and sponsor/manager roles in pooled investment vehicles. JFS was recognized by FA Magazine as a Top RIA Firms honoree in 2020.