Jfs Wealth Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 145051
· SEC file 801-68333
· Hermitage, PA
· WWW.LINKEDIN.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $4.7B
- Discretionary
- $4.2B
- Clients
- 2,340
- Avg AUM / client
- $2.0M
- Accounts
- 6,981
- Employees
- 89
AUM over time
$793M
$4.7B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,339 | $494M | 10.5% |
| High net worth individuals | 877 | $3.3B | 69.6% |
| Pension and profit sharing plans | 66 | $465M | 9.83% |
| Charitable organizations | 36 | $158M | 3.34% |
| State or municipal government entities | 6 | $169M | 3.57% |
| Corporations and other businesses | 16 | $152M | 3.22% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Mckonly & Asbury, C.P.A. Deferred Savings Profit Sharing Plan Mckonly & Asbury, Certified Public Accountants | 2024 | |
| Latitude 36 Foods Llc 401(k) Plan Latitude 36 Foods Llc | 2024 | |
| The Norwood Company 401(k) Retirement Savings Plan The Norwood Company | 2024 |
People (34)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Charles Jazwinski | President, Managing Member | CFP Personal Financial Specialist | Jun 1991 (35y) | Less than 5% |
| Blaire, Laura, Jean | Vice President, Chief Operating Officer | Feb 2007 (20y) | Less than 5% | |
| Amanda Lynn Marcello | Vice President | CFP | Oct 2007 (19y) | Less than 5% |
| Sarah Jazwinski Amey | Vice President | CFP | Aug 2011 (15y) | Less than 5% |
| Aaron Kennedy Dayton | Vice President | CFP | Mar 2012 (14y) | Less than 5% |
| James Stephen Lee | Vice President | Jan 2013 (14y) | Less than 5% | |
| Ronald William Yost | Vice President | Jan 2013 (14y) | Less than 5% | |
| Thomas Daniel Wilson | Vice President | CFP | Nov 2014 (12y) | Less than 5% |
| Louis Victor Colella | Vice President | CFP | Sep 2015 (11y) | Less than 5% |
| Ryan Charles Barrett | Vice President | CFP | Oct 2015 (11y) | Less than 5% |
| Manish Kirit Upadhyay | Vice President, Chief Investment Officer | Jan 2016 (11y) | Less than 5% | |
| Kevin Kristofer Renne | Vice President | CFP | Aug 2017 (9y) | Less than 5% |
| Ryan Christopher Tiesi | Secretary, Chief Financial Officer | CFA | Jul 2019 (7y) | Less than 5% |
| Gregory Harrison Reif | Vice President | CFP | Feb 2021 (6y) | Less than 5% |
| Thomas A Foglia | Vice President | Personal Financial Specialist | Jul 2021 (5y) | Less than 5% |
| Saverio Nicholas Paglioni | Vice President | Aug 2021 (5y) | Less than 5% | |
| Santillo, August, Nicholas | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Gary Alan Dalessandro | Registered representative | CFP Personal Financial Specialist | Oct 2007 (19y) | |
| Barbara Jeanne Glover | Registered representative | CFP | Oct 2015 (11y) | |
| Theodore William Rhinehart | Registered representative | Jul 2016 (10y) | ||
| Sean Marcus Gibbon | Registered representative | CFP | Aug 2017 (9y) | |
| Constance C Amstutz | Registered representative | CFP | Mar 2020 (6y) | |
| John Joseph Sciarrone | Registered representative | CFP | Oct 2021 (5y) | |
| Ryan Michael Kennis | Registered representative | CFP | Nov 2021 (5y) | |
| Austin David Sambuco | Registered representative | CFP | Feb 2022 (4y) | |
| Ernie Seaton Irwin | Registered representative | CFP | Jan 2023 (4y) | |
| Adam Richard Etzel | Registered representative | Apr 2023 (3y) | ||
| Casie Robyn Merchant | Registered representative | CFP | Jan 2024 (3y) | |
| Ashley Renee Cline | Registered representative | CFP | Jan 2024 (3y) | |
| Mark D Browne | Registered representative | Aug 2024 (2y) | ||
| Hannah Geyer Roth | Registered representative | CFP | Jan 2025 (2y) | |
| Michael Gerald J Parsons | Registered representative | Jan 2025 (2y) | ||
| Tiffany Lynn Danso | Registered representative | CFP | Jul 2025 (1y) | |
| Daniel Raymond Coursey | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Focus Operating, Llc | Member | Aug 2007 | A | 75% or more |
| Focus Financial Partners, Llc | Member | Jan 2007 | B | ≈ 56.25% – 100% via Focus Operating, Llc |
| Focus Financial Partners Inc. | Member | Jul 2018 | B | ≈ 42.19% – 100% via Focus Financial Partners, Llc |
| Ferdinand Ffp Acquisition Llc | Shareholder, Class A Common Stock | Aug 2023 | B | ≈ 31.64% – 100% via Focus Financial Partners Inc. |
| Ferdinand Ffp Ultimate Holdings, Lp | Shareholder, Class B Common Stock | Aug 2023 | B | ≈ 31.64% – 100% via Focus Financial Partners Inc. |
| Ferdinand Ffp Intermediate Holdings, Llc | Member | Aug 2023 | B | ≈ 23.73% – 100% via Ferdinand Ffp Acquisition Llc |
| Ferdinand Ffp Parent, Inc. | Member | Aug 2023 | B | ≈ 17.8% – 100% via Ferdinand Ffp Intermediate Holdings, Llc |
| Cd&R Ferdinand Holdings, L.P. | Partner | Aug 2023 | B | ≈ 15.82% – 75% via Ferdinand Ffp Ultimate Holdings, Lp |
| Clayton, Dubilier & Rice Fund Xii, L.P. | Partner | Aug 2023 | B | ≈ 7.91% – 56.25% via Cd&R Ferdinand Holdings, L.P. |
| Cd&R Ferdinand Co Investor, L.P. | Partner | Aug 2023 | B | ≈ 3.96% – 37.5% via Cd&R Ferdinand Holdings, L.P. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Focus Financial Partners, Llc: 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Focus Financial Partners Inc.: 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Ferdinand Ffp Acquisition Llc: 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Ferdinand Ffp Ultimate Holdings, Lp: 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Ferdinand Ffp Intermediate Holdings, Llc: 75% – 100% of Ferdinand Ffp Acquisition Llc × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Ferdinand Ffp Parent, Inc.: 75% – 100% of Ferdinand Ffp Intermediate Holdings, Llc × 75% – 100% of Ferdinand Ffp Acquisition Llc × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Cd&R Ferdinand Holdings, L.P.: 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Clayton, Dubilier & Rice Fund Xii, L.P.: 50% – 75% of Cd&R Ferdinand Holdings, L.P. × 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 7.91% – 56.25% of the firm
- Cd&R Ferdinand Co Investor, L.P.: 25% – 50% of Cd&R Ferdinand Holdings, L.P. × 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 3.96% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Mckonly & Asbury, C.P.A. Deferred Savings Profit Sharing Plan | Mckonly & Asbury, Certified Public Accountants | 125 | $18.7M | 01/01/2024 |
| Latitude 36 Foods Llc 401(k) Plan | Latitude 36 Foods Llc | 964 | $10.7M | 01/01/2024 |
| The Norwood Company 401(k) Retirement Savings Plan | The Norwood Company | 85 | $19.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • REVENUE SHARING ON ELIGIBLE CREDIT, CASH MANAGEMENT, & INSURANCE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $3.1B (65% of AUM) Mar 2026
- Fidelity Brokerage Services $1.2B (26% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗