JFS Wealth Advisors
Financial Services • 
Sharpsville, Pennsylvania, United States • 101-200 Employees
Company overview
| Headquarters | 1479 N. Hermitage Rd., Hermitage, PA 16148, US |
| Phone number | +18777451700 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Education Planning, Retirement Planning, Cash Management, Investment Management, Tax Planning & Return Preparation, Philanthropic Planning, Estate & Legacy Planning, Business Retirement Plan Management, Insurance Review & Risk Assessment |
| Founded | 1986 |
| Employees | 101-200 |
| Socials |
Key Contact at JFS Wealth Advisors
JFS Wealth Advisors Email Formats
JFS Wealth Advisors uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@jfswa.com), used 62.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@jfswa.com | 62.8% |
{first name}{last name} | johndoe@jfswa.com | 34.9% |
{first initial}{first initial}{first initial}{first initial} | jjjj@jfswa.com | 1.2% |
{last name}{first initial} | doej@jfswa.com | 1.2% |
About JFS Wealth Advisors
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.
JFS Wealth Advisors revenue & valuation
| Annual revenue | $20,100,000 |
| Revenue per employee | $199,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $64,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
JFS Wealth Advisors has 61 employees across 9 departments.
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Number of employees
Funding Data
JFS Wealth Advisors has never raised funding before.
JFS Wealth Advisors Tech Stack
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