JFS Wealth Advisors LLC

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CAFR Data
JFS Wealth Advisors LLC
CRD #145051
SEC #801-68333
CIK #
AUM $2.6 BB (76% Disc, 100% US, 2020-03-26)
Employees63 (40% Investors, 0% Brokers)
Phone724-962-3200
Address1479 N Hermitage Rd
Hermitage, PA 16148
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
5.04.03.02.01.00.02005201020152021
Sector Issuer Cap ($MM) Value ($MM)
IWB 28.9
IJR 24.2
AGG 19.0
IJH 15.2
MUB 11.7
FDL 11.7
TFI 10.5
RWO 10.5
VYM 9.6
DON 7.6
View All
Holdings by Sector ($)
0.40.30.20.20.10.02014201620182020
Comparable Firms State AUM ($BB)
Western International Securities Inc
CA 2.6
Lotsoff Capital Management
IL 2.6
Gradient Investments LLC
MN 2.6
Sprott Asset Management Inc
2.6
Broad Run Investment Management LLC
VA 2.6
Brown Alex Investment Management A Maryland L
MD 2.6
Mission Wealth Management LP
CA 2.6
Edwards AG Trust Co FSB
MO 2.6
CMG First State Singapore
2.6
International Asset Management Limited
2.6
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