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Robert Brooks

Portfolio Trading Manager at JFS Wealth Advisors

  • LinkedIn

Email Email: b****@jfswa.com

phone noPhone Number: (***)-***-****

Summary: As a Portfolio Management Specialist for JFS Wealth Advisors, my job is to develop and maintain client accounts within our portfolio management system, as well as other tasks per...

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JFS WEALTH ADVISORS

JFS WEALTH ADVISORS

  • description Description
    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 st...

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  • Employees count Employees 51-200
  • Revenue Revenue 25 Million to 50 Million
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JFS Wealth Advisors Org Chart and Mapping

Ryan Tiesi

Co-Chief Executive Officer, Partner

VP-Level
Employees

Sean Wilson

Associate Wealth Advisor

Stephanie Foltz

Technology & Facilities Specialist

Ryan Santillo

Client Service Specialist

Ted Rhinehart

Retirement Plan & Institutional Director/Advisor

Melanie Deciancio

Receptionist and Operation Specialist

Emily Semmelroth

Client Relationship Specialist

Karen Hickton

Client Relationship Specialist

Frequently Asked Questions Regarding Robert Brooks

Answer: Robert Brooks works for JFS Wealth Advisors as Portfolio Trading Manager

Answer: Robert Brooks’s role in JFS Wealth Advisors is Portfolio Trading Manager

Answer: Robert Brooks's email address is b***@gmail.com

Answer: Robert Brooks's business email address is b****@jfswa.com

Answer: Robert Brooks’s direct phone number is (***)-***-****

Answer: Robert Brooks works in the industry of: Financial Services

Answer: Robert Brooks is the current Portfolio Trading Manager at JFS Wealth Advisors.... Read More

Answer: Robert Brooks works JFS Wealth Advisors located at 1479 N Hermitage Rd, Hermitage, Pennsylvania, 16148, United States

Answer: JFS Wealth Advisors's Portfolio Trading Manager is Robert Brooks

Answer: Robert Brooks contact details:

  • Phone number  :  (***)-***-****
  • Email  :  b****@jfswa.com

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