JFS Wealth Advisors, LLC logo

JFS Wealth Advisors, LLC

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Client assets under management

$3,785,118,553

Clients

2,216

40% high-net-worth

Advisors

32

of 89 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

69

Typical

Average account size

$1,708,086

About

JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, investment advisory, and financial planning to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. Its service set includes continuous investment management under the firm’s Lifetime Planning Continuum® (financial goal planning plus portfolio management), an IAS allocation platform, business retirement plan fiduciary services, tax return preparation, and certain accounting-related services such as bookkeeping.

Investment decisions are shaped by a written Financial Goal Plan developed with each client and an internal Investment Committee that meets regularly and uses Modern Portfolio Theory to set allocations; JFS manages accounts on either a discretionary or non‑discretionary basis and typically implements portfolios using mutual funds (including Dimensional Fund Advisors funds), ETFs, and cash-position management. The firm also offers access to private investment funds and limited private investments, and provides ERISA 3(38) and 3(21) plan services for retirement plan sponsors.

Noteworthy aspects that differentiate JFS from many peers include its corporate affiliation with Focus Financial Partners (with indirect ownership links to private equity investors), a business arrangement that allows certain clients to invest in private vehicles managed by an affiliated manager (SCS Capital Management), and an affiliated insurance agency (JFS Risk Management) that offers commission‑based insurance products. The firm also facilitates cash‑management and credit solutions through intermediaries (UPTIQ/Flourish), maintains promoter/solicitor relationships with accounting firms, and accepts municipal government clients—features that are less common among multi‑team advisors.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers
Credit, cash management, & insurance solutions

Expertise

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees for financial planning and consulting services ranging from $2,400 to $5,400; fixed fees for other services as agreed

Percentage

$0 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.9% $2,000,001 - $3,000,000: 0.8% $3,000,001 - $4,000,000: 0.7% $4,000,001+: 0.6%

Commissions

JFS Risk Management, LLC offers insurance products on commission basis

Project-based

Hourly charges apply for tax preparation, advisory, consulting, and other services; rates depend on professional and complexity

Other

Account minimum: $600,000 Minimum fee: Wealth Management Services minimum $1,500 per quarter; Investment Advisory Services minimum $750 per quarter; Family Wealth Services minimum $8,500 per quarter; Business Retirement Plan Services minimum $3,000 per year / $750 per quarter, not to exceed $1,000 per participant Fee-only: Fixed fees range from $2,400 to $5,400 plus AUM fees from 0.6% down to 0.1% for clients with less than $600,000 in assets; Fixed fees and hourly rates apply for financial planning, tax return preparation, advisory and consulting services

Main office location

JFS Wealth Advisors, LLC

1479 N. Hermitage Rd.

Hermitage PA 16148, United States

Number of offices

10

Most active in

Arizona · California · Connecticut · Delaware · District of Columbia · Florida · Georgia · Idaho · Illinois · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · West Virginia · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ryan T

CFA®

Hermitage, PA

JFS Wealth Advisors, LLC

Ryan Tiesi is a CFA® charterholder with five years of industry experience. He has worked at JFS Wealth Advisors, LLC since 2019 and previously spent nine years at Ernst and Young. He serves as an advisory board member for Tecum Capital Partners, a multi-strategy investment firm. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm uses a Financial Goal Plan and an Investment Committee guided by Modern Portfolio Theory to manage portfolios, and offers access to private investment funds, retirement plan services, and various accounting-related functions.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

Tiffany D

CFP®

Hermitage, PA

JFS Wealth Advisors, LLC

Tiffany Danso is a CFP® professional with four years of industry experience, currently serving as an advisor at JFS Wealth Advisors, LLC in Hermitage, PA. She has been with JFS Wealth Advisors since 2016 in various roles. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to manage portfolios utilizing mutual funds, ETFs, and private investments.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

James L

Series 63, Series 65

Pittsburgh, PA

JFS Wealth Advisors, LLC

James Lee is a financial advisor with JFS Wealth Advisors, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at JFS Wealth Advisors since 2013. Outside of his advisory role, he is a partner in the Lee-Mortens Partnership. JFS Wealth Advisors is a multi-team registered investment adviser offering wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee employing Modern Portfolio Theory to guide investment decisions, providing discretionary and non-discretionary portfolio management primarily through mutual funds, ETFs, and cash management.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

Gregory R

CFP®, Series 65

Lancaster, PA

JFS Wealth Advisors, LLC

Gregory Reif is a CFP® with 12 years of industry experience, currently serving as a financial advisor at JFS Wealth Advisors, LLC. His prior roles include work at Compass Ion Advisors, LLC and the Lankenau Medical Center Foundation. JFS Wealth Advisors is a multi-team registered investment adviser offering wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm follows a goal-oriented investment approach supported by an internal Investment Committee and provides a range of services including tax preparation, business retirement plan fiduciary services, and access to private investment funds.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

Louis C

CFP®

Hermitage, PA

JFS Wealth Advisors, LLC

Louis Colella is a CFP® professional with 10 years of experience in financial advising. He has worked at JFS Wealth Advisors, LLC since 2016 in various capacities. JFS Wealth Advisors is a multi-team registered investment adviser offering wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee guided by Modern Portfolio Theory to shape investment decisions, managing portfolios through mutual funds, ETFs, and private investments.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

Ernie I

CFP®, Series 66

Mechanicsburg, PA

JFS Wealth Advisors, LLC

Ernie Irwin is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at JFS Wealth Advisors, LLC. His prior experience includes roles at Peoplesbank Wealth Management, Wheatland Advisors, Inc., and PNC Investments. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee guided by Modern Portfolio Theory to manage portfolios, and offers a range of services including tax preparation, fiduciary services, and access to private investment funds.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

Ronald Y

Series 63, Series 65

Pittsburgh, PA

JFS Wealth Advisors, LLC

Ronald Yost is a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JFS Wealth Advisors since 2013. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm provides comprehensive wealth management and financial planning services, utilizing a Financial Goal Plan and an internal Investment Committee that employs Modern Portfolio Theory to guide investment decisions.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

Aaron D

CFP®

Hermitage, PA

JFS Wealth Advisors, LLC

Aaron Dayton is a CFP® professional with 14 years of experience in financial advising, currently with JFS Wealth Advisors, LLC. He has been with JFS Wealth Advisors since 2012. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and a regular Investment Committee process incorporating Modern Portfolio Theory to guide investment decisions and offers a range of services including continuous investment management, fiduciary retirement plan services, tax preparation, and access to private investment funds.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

Amanda M

CFP®, Series 65

Hermitage, PA

JFS Wealth Advisors, LLC

Amanda Marcello is a Certified Financial Planner (CFP®) with 19 years of industry experience. She has been with JFS Wealth Advisors, LLC since 2010. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm’s investment approach combines a written Financial Goal Plan with oversight from an internal Investment Committee that employs Modern Portfolio Theory to guide portfolio allocations.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

Robert J

CFP®, PFS™, Series 63

Hermitage, PA

JFS Wealth Advisors, LLC

Robert Jazwinski is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. He has worked with JFS Wealth Advisors, LLC since 2007. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm follows a Financial Goal Plan framework and uses Modern Portfolio Theory to guide investment decisions, offering a range of services including continuous investment management, retirement plan fiduciary services, tax preparation, and access to private investment opportunities.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

Gary D

CFP®, PFS™

Hermitage, PA

JFS Wealth Advisors, LLC

Gary Dalessandro is a CFP® and PFS™ credentialed advisor with 23 years of experience. He has been with JFS Wealth Advisors, LLC since 2010. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm offers comprehensive wealth management and financial planning services, utilizing a written Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

Austin S

CFP®

Hermitage, PA

JFS Wealth Advisors, LLC

Austin Sambuco is a CFP® professional with four years of industry experience, currently serving at JFS Wealth Advisors, LLC. His career includes roles at Mass Mutual and Sherwin Williams, as well as work during his university years. JFS Wealth Advisors is a multi-team registered investment adviser providing wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal governments. The firm uses a disciplined approach combining client-specific Financial Goal Plans and an internal Investment Committee, employing Modern Portfolio Theory to guide investment allocations.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

Constance A

CFP®, Series 65

Hermitage, PA

JFS Wealth Advisors, LLC

Constance Amstutz is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at JFS Wealth Advisors, LLC since 2017 and previously at FEIC Financial, Inc. from 2015 to 2017. JFS Wealth Advisors is a multi-team registered investment adviser that offers wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee employing Modern Portfolio Theory to guide investment decisions, managing portfolios with mutual funds, ETFs, and private investment options.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

Saverio P

Series 63, Series 65

Cartersville, GA

JFS Wealth Advisors, LLC

Saverio Paglioni is a financial advisor with JFS Wealth Advisors, LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at JFS Wealth Advisors since 2021 and previously spent 16 years with Integer Wealth Advisors Group LLC. JFS Wealth Advisors is a multi-team registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm combines financial goal planning with portfolio management through its Lifetime Planning Continuum® and employs Modern Portfolio Theory via an internal Investment Committee to guide investment decisions.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

Ryan B

CFP®, Series 63, Series 66

Doylestown, PA

JFS Wealth Advisors, LLC

Ryan Barrett is a CFP® professional at JFS Wealth Advisors, LLC with 23 years of industry experience. He has been with JFS Wealth Advisors in various roles since 2015. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm offers wealth management and financial planning services guided by written Financial Goal Plans and employs a disciplined investment approach using Modern Portfolio Theory, mutual funds, ETFs, and private investments.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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