LP Profile

JFS Wealth Advisors

Also known as jfs wealth

Wealth ManagerHermitage, United StatesFounded 1986
$3.5B
Assets Under Management
Hermitage
Headquarters
Investment Focus

About JFS Wealth Advisors

JFS Wealth Advisors is a national wealth manager for individuals, families, & businesses, providing financial planning, tax & investments.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to JFS Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$4.7B
Total Clients
6,981
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to JFS Wealth Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is JFS Wealth Advisors?

JFS Wealth Advisors is a wealth manager based in Hermitage, United States, managing approximately $3.5B in assets.

Where is JFS Wealth Advisors headquartered?

JFS Wealth Advisors is headquartered in Hermitage, United States.

How much does JFS Wealth Advisors manage?

JFS Wealth Advisors manages approximately $3.5B in assets under management.

When was JFS Wealth Advisors founded?

JFS Wealth Advisors was founded in 1986.

How can I contact JFS Wealth Advisors?

Verified contact details, key decision-makers, and investment preferences for JFS Wealth Advisors are available on LPbacked. Create a free account to access them.