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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

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  • United States Of America
    136

Asia
2

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  • 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
  • Client Service Specialist at JFS Wealth Advisors
    L. Z.
    Client Service Specialist
    Jun 25, 2026
  • Wealth Advisor at JFS Wealth Advisors
    B. G.
    Wealth Advisor
    Sep 01, 2026
  • Portfolio Management Specialist at JFS Wealth Advisors
    B. B.
    Portfolio Management Specialist
    Oct 16, 2024
  • Trader, Asset Management Operations Specialist at JFS Wealth Advisors
    E. B.
    Trader, Asset Management Operations Specialist
    Oct 21, 2024
  • Advisor at JFS Wealth Advisors
    J. G.
    Advisor
    Oct 23, 2024
  • Associate Wealth Advisor at JFS Wealth Advisors
    J. S.
    Associate Wealth Advisor
    Jun 08, 2026
  • Administrative Assistant at JFS Wealth Advisors
    J. R.
    Administrative Assistant
    Oct 22, 2024
  • Client Relationship Specialist at JFS Wealth Advisors
    L. S.
    Client Relationship Specialist
    Oct 21, 2024
  • Member at JFS Wealth Advisors
    M. L.
    Member
    Oct 17, 2024
  • Client Service Specialist at JFS Wealth Advisors
    P. T.
    Client Service Specialist
    Oct 18, 2024

Frequently Asked Questions

What is JFS Wealth Advisors known for?

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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?

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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?

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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?

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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.

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