JFS Wealth Advisors

JFS Wealth Advisors LLC is a registered investment advisor. Its public profile lacks disclosed AUM, leadership, or investment strategy.

JFS Wealth Advisors

JFS Wealth Advisors, LLC is an SEC-registered investment adviser in Hermitage, PA, registered since 2007. The firm manages $4.7 billion in assets, with $4.2 billion managed on a discretionary basis. It has 89 employees and 32 investment advisers.

General information

Firm type

Multi Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What is JFS Wealth Advisors' regulatory status?

JFS Wealth Advisors is registered as a Registered Investment Advisor with the SEC, as per public filings. This imposes fiduciary duties on the firm. No further details on filings or investment approaches are publicly available.

How does JFS Wealth Advisors deploy capital?

There is no publicly available information on the firm's deployment strategy, asset allocation, or sector preferences. The firm's RIA registration suggests it manages portfolios for clients but specifics remain undisclosed.

Is JFS Wealth Advisors a single-family or multi-family office?

Based on the firm's legal name and lack of attributes like 'family office' in public literature, it likely operates as an RIA serving multiple families, though the absence of disclosures prevents confirmation. No single-family office affiliation is documented.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.