JFS Wealth Advisors logo

JFS Wealth Advisors Employee Directory

Financial ServicesPennsylvania, United States51-200 Employees

JFS Wealth Advisors operates in the financial services sector, offering integrated financial planning and investment management to financially successful individuals and families across life stages. Founded in 1986 by Bob Jazwinski in Hermitage, Pennsylvania, the firm has grown into a team of in-house experts spanning financial planning, investments, business growth and transitions, tax strategies and compliance, and business retirement plan services. The company maintains a footprint of nine locations and serves clients nationwide across more than 40 states.

Its approach centers on building long-term client relationships and engaging with clients to understand their goals, challenges, and future vision. Beyond individual planning, JFS also provides services for businesses, including retirement plans and guidance to help employees manage financial decisions. In 2024, the firm was recognized as a finalist at the WealthManagement.com Industry Awards.

Find JFS Wealth Advisors employees' phone numbers or email addresses

JFS Wealth Advisors Global Highlights

Location
Employees

North America
136

Minus sign iconPlus sign icon
  • United States Of America
    136

Asia
2

Minus sign iconPlus sign icon
  • India
    1
  • Jordan
    1

JFS Wealth Advisors's Leadership

  • Partner | Managing Director, Business Growth & Transitions Team | Wealth Advisor at JFS Wealth Advisors
    L. V. C.
    Partner | Managing Director, Business Growth & Transitions Team | Wealth Advisor
  • Partner, Wealth Advisor at JFS Wealth Advisors
    G. R.
    Partner, Wealth Advisor
  • Partner, Wealth Advisor at JFS Wealth Advisors
    S. A.
    Partner, Wealth Advisor
  • Director Of Investments And Portfolio Strategies at JFS Wealth Advisors
    J. V.
    Director Of Investments And Portfolio Strategies
  • Lead Advisor at JFS Wealth Advisors
    D. S.
    Lead Advisor
  • Human Resources Manager at JFS Wealth Advisors
    G. B.
    Human Resources Manager
  • Tax And Accounting Manager at JFS Wealth Advisors
    J. W.
    Tax And Accounting Manager
  • Tax Manager at JFS Wealth Advisors
    K. D.
    Tax Manager

JFS Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Support
  • Business
  • Entrepreneurship
  • Finance
  • Other

Contact profiles from JFS Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Partner | Managing Director, Business Growth & Transitions Team | Wealth Advisor at JFS Wealth Advisors
    L. V. C.
    Partner | Managing Director, Business Growth & Transitions Team | Wealth Advisor
    Sep 02, 2026
  • Partner, Wealth Advisor at JFS Wealth Advisors
    G. R.
    Partner, Wealth Advisor
    Feb 05, 2026
  • Partner, Wealth Advisor at JFS Wealth Advisors
    S. A.
    Partner, Wealth Advisor
    Jul 24, 2026
  • Director Of Investments And Portfolio Strategies at JFS Wealth Advisors
    J. V.
    Director Of Investments And Portfolio Strategies
    Oct 16, 2024
  • Lead Advisor at JFS Wealth Advisors
    D. S.
    Lead Advisor
    Oct 18, 2024
  • Human Resources Manager at JFS Wealth Advisors
    G. B.
    Human Resources Manager
    Aug 16, 2026
  • Tax And Accounting Manager at JFS Wealth Advisors
    J. W.
    Tax And Accounting Manager
    Oct 18, 2024
  • Tax Manager at JFS Wealth Advisors
    K. D.
    Tax Manager
    Oct 23, 2024
  • Wealth Advisor at JFS Wealth Advisors
    E. S. I.
    Wealth Advisor
    Jul 07, 2026
  • Client Relationship Specialist at JFS Wealth Advisors
    N. O.
    Client Relationship Specialist
    Jun 29, 2026

Frequently Asked Questions

What is JFS Wealth Advisors known for?

Minus sign iconPlus sign icon
JFS Wealth Advisors was founded in 1986 and operates in the Financial Services industry. You can contact JFS Wealth Advisors's main corporate office by phone at . Explore JFS Wealth Advisors's company overview page for more information.

What is JFS Wealth Advisors's most common email format?

Minus sign iconPlus sign icon
JFS Wealth Advisors employees' email format typically follows the pattern of FLast@jfswa.com. Trying to find reliable and up-to-date employee contact data? Find more JFS Wealth Advisors email formats with LeadIQ.

How many employees does JFS Wealth Advisors have currently?

Minus sign iconPlus sign icon
JFS Wealth Advisors has approximately 101 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are JFS Wealth Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, JFS Wealth Advisors's key employees include:

  • Partner | Managing Director, Business Growth & Transitions Team | Wealth Advisor: L. V. C.
  • Partner, Wealth Advisor: G. R.
  • Partner, Wealth Advisor: S. A.
  • Director Of Investments And Portfolio Strategies: J. V.
  • Lead Advisor: D. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.