What departments does JFS Wealth Advisors have?

JFS Wealth Advisors has employees across 8 departments including Business, Operations, Finance, Accounting, Human Resources.

What is the largest department at JFS Wealth Advisors?

The largest department at JFS Wealth Advisors is Operations with 3 employees.

Where are JFS Wealth Advisors employees located globally?

JFS Wealth Advisors has employees across 2 continents and 2 countries including Jordan, United States Of America.

How has JFS Wealth Advisors's team size changed over time?

JFS Wealth Advisors's team has decreased from approximately 54 to 51 employees based on available data.

JFS Wealth Advisors Employee Directory

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

JFS Wealth Advisors's key employees include: Co-Chief Executive Officer, Partner: R. T., Coo, Partner: L. B., Chief Compliance Officer: A. S., Chief Investment Officer: M. U., President And Founder: R. J..

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.

JFS Wealth Advisors Global Highlights

North America
132

United States Of America
132

Asia
1

Jordan
1

JFS Wealth Advisors's Leadership

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

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 Info

Location

Last Update

D. S.
Lead Advisor
Mobile Phone
Email
Oct 18, 2024
E. S.
Project Manager
Mobile Phone
Email
United StatesPennsylvania
Sep 20, 2024
G. B.
Human Resources Manager
Mobile Phone
Email
Jun 03, 2026
J. W.
Tax And Accounting Manager
Mobile Phone
Email
Oct 18, 2024
K. D.
Tax Manager
Mobile Phone
Email
Oct 23, 2024
L. D.
Technology Manager
Mobile Phone
Email
United StatesPennsylvania
Apr 15, 2025
N. I.
Service Support Manager
Mobile Phone
Email
United StatesPennsylvania
Jul 27, 2024
T. A.
Managing Principal, Senior Wealth Advisor
Mobile Phone
Email
United StatesMississippi
Apr 16, 2026
M. R.
Tax Senior
Mobile Phone
Email
United StatesPennsylvania
Jan 28, 2026
G. Z.
Senior Compliance Specialist
Mobile Phone
Email
United StatesPennsylvania
Apr 15, 2026

Frequently Asked Questions

What is JFS Wealth Advisors known for?

JFS Wealth Advisors was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 1479 North Hermitage Road Hermitage, Pennsylvania 16148 United States; you can contact the main corporate office by phone at

+1-724-962-****

. Explore JFS Wealth Advisors's company overview page for more information.

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

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?

JFS Wealth Advisors has approximately 105 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

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

As of May 2026, 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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JFS Wealth Advisors Employee Directory

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