JFS Wealth Advisors
Highly Engaged Employees
Highly Engaged EmployeesFinance · Pennsylvania, United States · 51-200 Employees
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Overview
Headquarters
1479 N Hermitage Rd, Hermitage, Pennsylv...Phone Number
(724) 962-3200Website
www.jfswa.comRevenue
$16 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
2
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About JFS Wealth Advisors
JFS Wealth Advisors is a national wealth management firm that offers fee-based financial planning, investment management, and tax services for individuals, families, and businesses. Their comprehensive services include retirement planning, estate planning, risk management, and family wealth services, catering to clients at various life stages. The company also provides specialized support for businesses, including retirement plans and tax compliance. With a commitment to fiduciary standards, JFS Wealth Advisors serves clients across more than 40 states from multiple locations.Explore more
JFS Wealth Advisors Org Chart
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Company Profile Activity
Activity Insights
JFS Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
JFS Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about JFS Wealth Advisors.
JFS Wealth Advisors Tech Stack
A closer look at the technologies used by JFS Wealth Advisors
Most Recent Scoops
Hiring Plans
JFS Wealth Advisors has more open roles in Finance than it has had at any time in the past 12 months with an increased focus that include Financial Planning, Use Tax, and Tax Planning, and experience with IRS Tax Forms, Performance Reporting, Basic Accounting Principles, and Accounting.
Hiring Plans
Hiring Plans
JFS Wealth Advisors has more open roles in Finance than it has had at any time in the past 12 months.
Hiring Plans
Facilities Relocation / Expansion
JFS Wealth Advisors is planning to move offices in September 2024. The move will impact approximately 12 employees at the existing office located at 2005 S Easton Road, Suite # 200, Doylestown, PA.
Facilities Relocation/Expansion
Promotion
Executive Move
JFS Wealth Advisors has announced that Ryan Tiesi has been promoted to the role of Co-Chief Executive Officer & Partner.
Promotion
Executive Move
JFS Wealth Advisors News & Media
JFS Wealth Advisors Named a Finalist in the WealthManagement.com 2024 Industry Awards
Individual RIA recognized for new Business Growth & Transitions Client Service HERMITAGE, Pa., July 16, 2024 /PRNewswire/ -- JFS Wealth Advisors is thrilled to announce that they are named amongst only seven Finalists in the Individual RIA Client Initiative category in the 2024...JFS Wealth Advisors' Sean Gibbon named to AICPA Standing Ovation Recognition Program
Wealth Advisor recognized for his exemplary professional achievements HERMITAGE, Pa., June 13, 2024 /PRNewswire/ -- JFS Wealth Advisors is thrilled to announce that Wealth Advisor Sean M. Gibbon, CPA/PFS, CFP®, CEPA™ has been selected to receive the AICPA Standing Ovation award in...JFS Wealth Advisors' New CCO Named a 30 Under 40 by Shenango Valley Chamber of Commerce
Chief Compliance Officer recognized for his professional achievements and community spirit HERMITAGE, Pa., May 30, 2023 /PRNewswire/ -- JFS Wealth Advisors is excited to announce their new Chief Compliance Officer, August N. Santillo, Jr., has been recognized as one of Shenango Valley...JFS Named a Top 10 Largest Pittsburgh-area Money Manager by Pittsburgh Business Times
Wealth management firm recognized in the Top 10 of Pittsburgh local firms HERMITAGE, Pa., Oct. 6, 2022 /PRNewswire/ -- JFS Wealth Advisors is delighted to announce that it has been recognized by the Pittsburgh Business Times as one of the local area's largest Money Managers in 2022. JFS...
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Frequently Asked Questions Regarding JFS Wealth Advisors
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JFS Wealth Advisors is a national wealth management firm that offers fee-based financial planning, investment management, and tax services for individuals, families, and businesses. Their comprehensive services include retirement planning, estate planning, risk management, and family wealth services, catering to clients at various life stages. The... Read More
