JFS Wealth Advisors

Jfs Wealth Advisors

Financial Services, 1479 N Hermitage Rd, Hermitage, Pennsylvania, 16148, United States, 51-200 Employees

jfswa.com

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phone no Phone Number: 87********

Who is JFS WEALTH ADVISORS

JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for ever...

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  • 1479 N Hermitage Rd, Hermitage, Pennsylvania, 16148, United States Headquarters: 1479 N Hermitage Rd, Hermitage, Pennsylvania, 16148, United States
  • 1986 Date Founded: 1986
  • 51-200 Employees: 51-200
  • dollar-icon Revenue: $25 Million to $50 Million
  • tech-icon Active Tech Stack: See technologies
  • Ryan Tiesi CEO:   Ryan Tiesi

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523930 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from JFS WEALTH ADVISORS

JFS Wealth Advisors Org Chart and Mapping

Ryan Tiesi

Co-Chief Executive Officer, Partner

VP-Level
Employees

Greg Klipstein

Wealth Advisor / Advising Hnw & Uhnw Families for 20 Years

Karen Hickton

Client Relationship Specialist

Patti Chupak

Client Service Specialist

Sean Wilson

Associate Wealth Advisor

Gina Beach

Human Resources Manager

Ron Yost

Partner / Wealth Advisor

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Frequently Asked Questions Regarding JFS Wealth Advisors

Answer: JFS Wealth Advisors's headquarters are located at 1479 N Hermitage Rd, Hermitage, Pennsylvania, 16148, United States

Answer: JFS Wealth Advisors's phone number is 87********

Answer: JFS Wealth Advisors's official website is https://jfswa.com

Answer: JFS Wealth Advisors's revenue is $25 Million to $50 Million

Answer: JFS Wealth Advisors's SIC: 6282

Answer: JFS Wealth Advisors's NAICS: 523930

Answer: JFS Wealth Advisors has 51-200 employees

Answer: JFS Wealth Advisors is in Financial Services

Answer: JFS Wealth Advisors contact info: Phone number: 87******** Website: https://jfswa.com

Answer: JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for every stage of life. Founded by Bob Jazwinski in 1986, what began as a one-man office in Hermitage, PA, has grown into a 90+ member, full-service firm with 9 locations. Today we serve over 2,000 clients in over 40 states, with assets under management approximating $3.5 billion. Honesty and integrity are at the core of our professional philosophy. We're invested in building long-term client relationships, not selling products. We believe that your story is more important than ours. So, we take the time to get to know you, your goals, your challenges and your vision for the future. You can count on us to be fully engaged and responsive every step of the way, and trust that we'll deliver on every promise we make. We offer a wide array of services to our clients, including Investment Management, Retirement Planning, Tax Planning & Preparation, Insurance Review & Risk Assessment, Estate & Legacy Planning, Education Planning, Cash Management, and Philanthropic Planning. JFS also offers businesses the same level of exceptional service and expert financial guidance that we give our individual clients. We will work with you to design a plan with diversified investment strategies and broad flexibility that empowers your employees to fund their next egg and manage financial decisions.

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