JFS Wealth Advisors

Financial Advisor in Bucks County, PA

Firm Info
Address: 2005 S Easton Rd #200, Doylestown, PA 18901, USA
Phone: (215) 497-5050

Firm Size
Assets Under Management: $3.5 billion
# of Advisors: 26
# of Clients: 5,867
Client to Advisor Ratio: 226:1
Average Account Size: $602,449
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Jfs Wealth Advisors, LLC Overview

JFS Wealth Advisors, LLC is a registered investment advisory firm that has been in business since 2007. The firm is headquartered in Hermitage, PA, and offers financial planning and portfolio management services for individuals, small businesses, and institutional clients. Additionally, JFS Wealth Advisors provides pension consulting services and assists clients in selecting other advisors. JFS Wealth Advisors operates on a fee-based arrangement, meaning that the firm charges clients a fee for their services, rather than receiving commissions for the sale of financial products. As a seller of additional financial products, JFS Wealth Advisors offers a wide range of solutions to its clients. Along with its investment advisory services, JFS Wealth Advisors also provides credit and cash management solutions. Through these offerings, the firm helps clients manage their credit and cash flow, ensuring that they have access to the resources they need to achieve their financial goals. Overall, JFS Wealth Advisors is a comprehensive firm that strives to place the interests of its clients first, offering a range of services to meet their needs.

JFS WEALTH ADVISORS, LLC serves a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, state or municipal government entities, and other corporation types not listed. This wide range of clientele showcases the firm's capacity to cater to diverse interests and requirements. With their wealth of experience and expertise, they are capable of providing tailor-made solutions that align with each client's unique financial goals, priorities, and objectives. When it comes to fee structures, JFS WEALTH ADVISORS, LLC offers options that allow flexibility for their clients. The firm provides percentage of AUM, hourly, and fixed fees depending on the type, level and complexity of service required. Clients can choose which fee structure best aligns with their financial plan and goals. The firm is transparent, ensuring that the fees are just and appropriate for the level of service provided. Overall, JFS WEALTH ADVISORS, LLC is dedicated to providing their clients with comprehensive and effective solutions that lead to financial success.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for JFS Wealth Advisors, LLC is generally $600,000 for Wealth Management Services, as stated in their Part 2 Brochure note about investment minimums. However, JFS may reduce or waive their account minimum based on certain criteria, such as anticipated future earning capacity, anticipated future additional assets, the dollar amount of assets to be managed, related accounts, account composition, etc.

How This Office Can Help Bucks County, PA Residents

JFS Wealth Advisors is dedicated to assisting clients in Bucks County, PA, with a range of financial objectives and investment strategies. With years of experience, we understand the unique challenges and opportunities that our clients face in this area. Our financial advisors work closely with clients to craft personalized plans that reflect their unique financial situations. Many clients in Bucks County, PA, may be looking to build wealth or prepare for retirement. Our investment strategies take into account each client's risk tolerance, time horizon, and financial goals to help them increase their net worth and achieve long-term financial success. Additionally, our advisors can assist those who are nearing retirement or already retired with creating retirement income plans to ensure they have the funds they need to support their lifestyle. Other financial situations include tax management, estate planning, college funding, and business succession planning. Our advisors use their expertise and experience to guide clients through these complex financial matters and help them make strategic financial decisions for their future.

To view the Minimum Investment and Fee Schedule for Jfs Wealth Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Jfs Wealth Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Jfs Wealth Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2005 S Easton Rd #200, Doylestown, PA 18901, USA
Phone (215) 497-5050
Opening Hours
  • Mon 9 AM–4 PM
  • Tue 9 AM–4 PM
  • Wed 9 AM–4 PM
  • Thu 9 AM–4 PM
  • Fri 9 AM–3 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 1479 N. HERMITAGE RD., HERMITAGE, PA 16148, United States

This firm has no other locations.

State Registrations

Jfs Wealth Advisors, LLC is registered to service clients in the following states:

  • Arizona
  • Arkansas
  • California
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Idaho
  • Illinois
  • Louisiana
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Maryland
  • Massachusetts
  • Minnesota
  • Missouri
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Jfs Wealth Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

Updated on August 19, 2024