Wealth manager, independent · Hermitage, PA
JFS Wealth Advisors, LLC
SEC-registered investment adviser · CRD 145051 · SEC 801-68333
At a glance
JFS Wealth Advisors, LLC is an SEC-registered investment adviser based in Hermitage, Pennsylvania, with $4.7B in regulatory assets under management as of its Form ADV filed August 27, 2026. It reports 2,216 individual clients, 877 of them high-net-worth, holding an average of about $1.7 million each, and 89 employees. That ranks it 240th among the nation’s 5,657 independent wealth management RIAs and 14th of 260 in Pennsylvania. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 724-962-3200jfswa.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.7B
- Rank among independent wealth managers
- #240 of 5,657
- Rank among all SEC RIAs
- #2,184 of 17,210
- Rank in Pennsylvania
- #14 of 260
- Individual clients
- 2,216
- High-net-worth clients
- 877
- Accounts
- 6,981
- Discretionary
- 89% of AUM
- Employees
- 89
- Advisory staff
- 32
- Offices
- 10
Owners and executives on its Form ADV
- Robert C. JazwinskiPresident, Managing Member
- Laura J. BlaireVice President, Chief Operating Officer
- James S. LeeVice President
- Louis V. ColellaVice President
- Ryan C. TiesiSecretary, Chief Financial Officer
- Sarah J. AmeyVice President
- Ryan C. BarrettVice President
- Thomas D. WilsonVice President
- Saverio N. PaglioniVice President
- Thomas A FogliaVice President
- Ronald W. YostVice President
- Amanda L. MarcelloVice President
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 877 | $3.3B | 70% |
| Individuals | 1,339 | $494M | 10% |
| Pension and profit sharing plans | 66 | $465M | 10% |
| State or municipal government entities | 6 | $169M | 4% |
| Charitable organizations | 36 | $158M | 3% |
| Corporations or other businesses | 16 | $152M | 3% |
Disciplinary disclosures
JFS Wealth Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗jfswa.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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- 18 namedLocked
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Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| PitcairnConshohocken | $5.9B | 330 |
| Waldron Private WealthBridgeville | $5.5B | 517 |
| Legacy Advisors, LLCPlymouth Meeting | $5.2B | 306 |
| Wharton Business Group, LLCMalvern | $4.6B | 100 |
| Sage Financial Group Inc.West Conshohocken | $4.3B | 1,101 |
| Wescott Financial Advisory Group LLCPhiladelphia | $4.2B | 769 |
Background
Questions
How much does JFS Wealth Advisors, LLC manage?
JFS Wealth Advisors, LLC reports $4.7B in regulatory assets under management across 6,981 accounts, 89% of it on a discretionary basis, on its Form ADV filed August 27, 2026.
How many clients does JFS Wealth Advisors, LLC have?
It reports 2,216 individual clients: 877 high-net-worth individuals and 1,339 other individuals. Individuals account for about 80% of its regulatory assets.
Where is JFS Wealth Advisors, LLC headquartered?
Its main office is in Hermitage, Pennsylvania. It reports 10 offices in total and 89 employees, 32 of whom perform investment advisory functions.
How does JFS Wealth Advisors, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does JFS Wealth Advisors, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed August 27, 2026, it reports these amounts held: Charles Schwab ($3.1B); Fidelity ($1.2B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is JFS Wealth Advisors, LLC a hybrid RIA with a broker-dealer?
It reports a broker-dealer among its affiliates on Form ADV.
Is JFS Wealth Advisors, LLC a fiduciary?
As an SEC-registered investment adviser, JFS Wealth Advisors, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is JFS Wealth Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →