# JFS Wealth Advisors, LLC

> JFS Wealth Advisors, LLC is an SEC-registered investment advisory firm in Hermitage, PA, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 145051
- Filed as: JFS WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hermitage, PA
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145051
- AdvisorCensus page: https://advisorcensus.com/firm/jfs-wealth-advisors-llc-hermitage-pa-145051

## Quick answers

**How is JFS Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JFS Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is JFS Wealth Advisors, LLC located?**
JFS Wealth Advisors, LLC's principal office is in Hermitage, PA, according to its Form ADV; the September 2026 filing also lists 9 other offices (Schedule D, Section 1.F).

**Is JFS Wealth Advisors, LLC registered with the SEC or a state?**
JFS Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 145051.

**How much does JFS Wealth Advisors, LLC manage?**
JFS Wealth Advisors, LLC reports $4,729,065,800 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (89% discretionary).

**How have JFS Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for JFS Wealth Advisors, LLC: Regulatory assets under management: $3,475,078,398 in the October 2021 data and $4,729,065,800 in the October 2026 data, up 36%. Total employees: 69 in October 2021 and 89 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does JFS Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,339); high net worth individuals (877); pension and profit sharing plans (but not the plan participants or government pension plans) (66).

**Which custodians does JFS Wealth Advisors, LLC use?**
JFS Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does JFS Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145051

**What changed in JFS Wealth Advisors, LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $4,729,065,800
- Discretionary: $4,207,660,468
- Non-discretionary: $521,405,332

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,339 | $494,474,464 |
| High net worth individuals | 877 | $3,290,644,089 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 66 | $464,725,777 |
| Charitable organizations | 36 | $158,019,486 |
| State or municipal government entities (including government pension plans) | 6 | $168,780,877 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 16 | $152,421,107 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2007 (18 years)
- Employees: 89 total, 32 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Berwyn, PA
- Blue Bell, PA
- Cartersville, GA
- Doylestown, PA
- Hermitage, PA
- Lancaster, PA
- Mechanicsburg, PA
- Naples, FL
- Pittsburgh, PA

### Websites listed on Form ADV (Item 1.I)
- focusfinancialpartners.com
- jfswa.com
- Facebook @JFSWEALTHADVISORS
- LinkedIn @FOCUS-FINANCIAL-PARTNERS
- LinkedIn @JFS-WEALTH-ADVISORS
- X @FOCUSFINANCIAL
- X @JFSWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,475,078,398 | 69 | September 13, 2021 |
| October 2022 | $3,534,570,136 | 74 | August 3, 2022 |
| October 2023 | $2,983,684,561 | 89 | September 27, 2023 |
| October 2024 | $3,389,350,596 | 84 | September 4, 2024 |
| October 2025 | $4,005,129,294 | 86 | March 31, 2025 |
| October 2026 | $4,729,065,800 | 89 | August 27, 2026 |

Regulatory assets under management: $3,475,078,398 in the October 2021 data and $4,729,065,800 in the October 2026 data, up 36%.
Total employees: 69 in October 2021 and 89 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in CO.

### April 2026
- Employees performing advisory functions went from 30 to 32.
- Regulatory assets under management went from $4,005,129,294 to $4,729,065,800 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JFS Wealth Advisors, LLC (CRD 145051): Form ADV filing data as of October 2026.