JFS WEALTH ADVISORS, LLC

1479 N. Hermitage Rd.
Hermitage, Pennsylvania 16148
Tel: 724-962-3200

About JFS WEALTH ADVISORS, LLC

JFS WEALTH ADVISORS, LLC, formally registered with the SEC as JFS WEALTH ADVISORS, LLC. The firm was established in 10/02/2007. They have over 10 offices throughout the country.

JFS WEALTH ADVISORS, LLC is a Hermitage, Pennsylvania based Financial Planning firm with nearly $3,389,350,596 assets under management, offering retirement planning & investment advisory services to 6043 clients. The firm is staffed with 84 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145051
SEC#	801-68333
Assets Managed by Firm	$3,389,350,596
No. of Clients	6043
No. of Advisors	84

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REVENUE SHARING ON ELIGIBLE CREDIT, CASH MANAGEMENT, & INSURANCE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CREDIT, CASH MANAGEMENT, & INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	6043	$3,389,350,596
Individuals (other than high net worth individuals)	1365	$487,301,957
High net worth individuals	662	$2,211,510,464
Pension and profit sharing plans	60	$318,252,467
Charitable organizations	37	$94,506,360
Corporations or other businesses	9	$137,595,607

More Retirement Planning firms in Hermitage, Pennsylvania:

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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