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JFS WEALTH ADVISORS, LLC
CRD 145051File 801-68333
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.73B
Top 25% of cohort (national)
Discretionary AUM
$4.21B
Non-discretionary $521.4M
Clients
2,340
6,981 accounts
Employees
89
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 2, 2007
- Principal office
- 1479 N. HERMITAGE RD., HERMITAGE, PA, 16148
- Phone
- 724-962-3200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.73B
- Discretionary AUM
- $4.21B
- Non-discretionary AUM
- $521.4M
- Discretionary accounts
- 6,700
- Non-discretionary accounts
- 281
- Total accounts
- 6,981
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $152.4M |
| Charitable organizations | 36 | $158.0M |
| High net worth individuals | 877 | $3.29B |
| Pension and profit sharing plans | 66 | $464.7M |
| State or municipal government entities | 6 | $168.8M |
| Individuals (other than high net worth individuals) | 1,339 | $494.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — REVENUE SHARING ON ELIGIBLE CREDIT, CASH MANAGEMENT, & INSURANCE
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.