JFS Wealth Advisors, LLC

RIASEC Registered
Total AUM
$4.7B
Discretionary
$4.2B
89% of AUM
Avg account
$677K
Accounts
6,981
Employees
89
Advisory reps
36

Firm details

Headquarters
Hermitage, Pennsylvania
CRD number
145051
Registered since
October 2, 2007
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, SEC-registered investment adviser (registered in 2007) organized as an LLC that serves both high‑net‑worth individuals and families as well as institutional clients. The firm combines financial planning and portfolio management for individuals, small businesses and institutions with pension consulting and a practice of selecting third‑party advisers for clients. Its fee arrangements include percentage-of-AUM, hourly and fixed-fee engagements. JFS also functions as a capital allocator and is affiliated with a range of industry participants (broker-dealers, insurance firms, accountants, law firms and sponsors/GPs of pooled vehicles), and it has been recognized by FA Magazine as a Top RIA Firm in 2020. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 86%, Exchange Traded Equities 6%, Cash & Cash Equivalents 4%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Other 1%86%
  • Public Funds/Mutual Funds86%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 451

Active vs passive

$1.8B in ETFs

Passive

61%

$1.1B

Active

37%

$691M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$204M4,600,00911.51%

Location

Primary office

Hermitage, PA

Mercer

Location

Hermitage, PA

Headquartered in Hermitage, PA, anchoring the Youngstown-Warren, OH-PA metro in the Northeast.

Metro area
Youngstown-Warren, OH-PA
Region
Northeast
County
Mercer
Address
1479 N Hermitage Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth