Vice President · JFS Wealth Advisors, LLC
Thomas A Foglia
CRD 2981800 · 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 Thomas A Foglia on its Form ADV as Vice President, a control person.
Firms and roles
- JFS Wealth Advisors, LLCVice PresidentWealth manager · Hermitage, PA · $4.7B in regulatory assets
AtlasMembers
Thomas’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- Personal Financial Specialist
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Thomas’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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)
- Robert C. JazwinskiPresident, Managing Member, JFS Wealth Advisors, LLC
- Laura J. BlaireVice President, Chief Operating Officer, JFS Wealth Advisors, LLC
- James S. LeeVice President, JFS Wealth Advisors, LLC
- Louis V. ColellaVice President, JFS Wealth Advisors, LLC
- Ryan C. TiesiSecretary, Chief Financial Officer, JFS Wealth Advisors, LLC
12 more people named with Thomas on the same filings, with titles and firms. Free in Atlas with a free account.
See all 17 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.