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Vice President, Chief Investment Officer · JFS Wealth Advisors, LLC

Manish K. Upadhyay

CRD 4369752 · Named on Form ADV at one SEC-registered adviser

At a glance

JFS Wealth Advisors, LLC, an SEC-registered wealth manager based in Hermitage, PA with $4.7 billion in regulatory assets, lists Manish K. Upadhyay on its Form ADV as Vice President, Chief Investment Officer, a control person.

Firms and roles

  • JFS Wealth Advisors, LLCVice President, Chief Investment OfficerWealth manager · Hermitage, PA · $4.7B in regulatory assets

AtlasMembers

Manish’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (17)

12 more people named with Manish on the same filings, with titles and firms. Free in Atlas with a free account.

See all 17 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Manish’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.