Jfs Wealth Advisors, LLC
● SEC registered since 2007CRD 145051SEC# 801-68333Hermitage, PA
Reg. AUM
$4.73B
Employees
89
Accounts
6,981
Location
Hermitage, PA
Jfs Wealth Advisors, LLC assets under management
Jfs Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Hermitage, PA. The firm has been registered since 2007. It reports $4.7 billion in regulatory assets under management and employs 89 people.
Jfs Wealth Advisors, LLC owners & executives
29 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Kennedy Dayton Control | Vice President | Under 5% | 2024 |
| Amanda Lynn Marcello Control | Vice President | Under 5% | 2022 |
| August Nicholas Santillo Control | Chief Compliance Officer | Under 5% | 2023 |
See all 29 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Jfs Wealth Advisors, LLC manage?
Jfs Wealth Advisors, LLC reports $4.7 billion in regulatory assets under management on its Form ADV.
How many employees does Jfs Wealth Advisors, LLC have?
Jfs Wealth Advisors, LLC reports 89 employees.
Where is Jfs Wealth Advisors, LLC located?
Jfs Wealth Advisors, LLC is based in Hermitage, PA and has been SEC-registered since 2007.
Does Jfs Wealth Advisors, LLC disclose fund performance?
Jfs Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1479 N. Hermitage Rd., Hermitage, PA 16148 |
| Phone | 724-962-3200 |
| Fax | 724-962-4611 |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.73B▲ 40%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$4.73Bregulatory AUM
Discretionary $4.21BNon-discretionary $521.4M