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JFS WEALTH ADVISORS, LLC

HERMITAGE, PA · CRD 145051 · IAPD ↗ · 724-962-3200

$4.73BRegulatory AUM
32Advisory reps
89Employees
47Clients
More than 500Planning clients
0Private funds
31States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — JFS WEALTH ADVISORS, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
March 2024 — JFS WEALTH ADVISORS, LLC notice-filed in ID, MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.