JFS Wealth Advisors Employee Directory

Financial ServicesPennsylvania, United States51-200 Employees

JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for every stage of life. 

Since 1986, what began with Bob Jazwinski and a one-person office in Hermitage, PA, has evolved into a team of in-house subject matter experts across the realms of financial planning, investments, business growth and transitions, tax strategies and compliance, and business retirement plan services. We have nine locations and serve over 2,000 clients nationwide in more than 40 states. 

Honesty and integrity are at the core of our professional philosophy. We're invested in building long-term client relationships, not selling products. We believe that your story is more important than ours. So, we take the time to get to know you, your goals, your challenges and your vision for the future. You can count on us to be fully engaged and responsive every step of the way, and trust that we'll deliver on our promises. 

We offer a wide array of services to our clients, including Investment Management, Retirement Planning, Financial Planning, Business Growth & Transitions, Business Retirement Plans, Tax Planning & Preparation, Insurance Review & Risk Assessment, Estate & Legacy Planning, Education Planning, Cash Management, and Philanthropic Planning. 

JFS also offers businesses the same level of quality service and expert financial guidance that we give our individual clients. We will work with you to design a plan with diversified investment strategies and broad flexibility that empowers your employees to fund their nest egg and manage financial decisions.

Find JFS Wealth Advisors employees' phone numbers or email addresses

JFS Wealth Advisors Global Highlights

Location
Employees

North America
129

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  • United States Of America
    129

Asia
1

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  • Jordan
    1

JFS Wealth Advisors's Leadership

  • Stylized image of a person
    L. B.
    Coo, Partner
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  • Stylized image of a person
    A. S.
    Chief Compliance Officer
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  • Stylized image of a person
    M. U.
    Chief Investment Officer
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  • Stylized image of a person
    R. J.
    President And Founder
    Phone icon
  • Stylized image of a person
    R. T.
    Co-Chief Executive Officer, Partner
    Phone icon
  • Stylized image of a person
    L. V. C.
    Partner | Managing Director, Business Growth & Transitions Team | Wealth Advisor
    Phone icon
  • Stylized image of a person
    K. R.
    Partner, Wealth Advisor
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  • Stylized image of a person
    G. R.
    Partner, Wealth Advisor
    Phone icon

Contact profiles from JFS Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. V. C.
    Partner | Managing Director, Business Growth & Transitions Team | Wealth Advisor
    Phone icon
    Nov 18, 2025
  • Stylized image of a person
    R. J.
    President And Founder
    Phone icon
    United StatesPennsylvania
    Sep 09, 2025
  • Stylized image of a person
    K. R.
    Partner, Wealth Advisor
    Phone icon
    United StatesPennsylvania
    May 22, 2025
  • Stylized image of a person
    R. T.
    Co-Chief Executive Officer, Partner
    Phone icon
    United StatesPennsylvania
    Apr 26, 2024
  • Stylized image of a person
    G. R.
    Partner, Wealth Advisor
    Phone icon
    Nov 16, 2025
  • Stylized image of a person
    L. B.
    Coo, Partner
    Phone icon
    United StatesPennsylvania
    Oct 15, 2025
  • Stylized image of a person
    A. S.
    Chief Compliance Officer
    Phone icon
    United StatesArkansas
    Sep 09, 2025
  • Stylized image of a person
    S. S. P.
    Partner, Wealth Advisor
    Phone icon
    United StatesGeorgia
    May 29, 2024
  • Stylized image of a person
    M. U.
    Chief Investment Officer
    Phone icon
    Nov 17, 2025
  • Stylized image of a person
    R. Y.
    Partner / Wealth Advisor
    Phone icon
    United StatesPennsylvania
    Oct 22, 2025

Frequently Asked Questions

What is JFS Wealth Advisors known for?

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JFS Wealth Advisors was founded in 1986 operates in the Financial Services industry; you can contact the 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?

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JFS Wealth Advisors employees' email format typically follows the pattern of . 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?

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JFS Wealth Advisors has approximately 101 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

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

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As of December 2025, JFS Wealth Advisors's key employees include:

  • Coo, Partner: L. B.
  • Chief Compliance Officer: A. S.
  • Chief Investment Officer: M. U.
  • President And Founder: R. J.
  • Co-Chief Executive Officer, Partner: R. T.

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