JFS Wealth Advisors, LLC
JFS Wealth Advisors, LLC is a registered investment adviser headquartered in Hermitage, Pennsylvania, United States. Founded in 1986, the firm provides comprehensive wealth management and financial planning services to individuals, high-net-worth individuals, families, businesses, charitable organizations, and retirement plans. As of December 31, 2024, JFS manages over $4 billion in client assets and employs approximately 84 people. The team includes financial planners, investment professionals, and client service staff focused on delivering personalized solutions for a wide range of client needs.
Investment Strategy
JFS Wealth Advisors employs a tailored investment advisory approach grounded in asset allocation, diversification, and risk management, seeking to align investment portfolios with clients’ unique goals and risk tolerance. The firm primarily manages portfolios consisting of mutual funds and ETFs, utilizing models that reflect clients’ objectives, time horizon, and financial circumstances. JFS provides ongoing portfolio rebalancing, personal financial planning, and specific strategies for retirement, estate, tax, and legacy planning. Their planning philosophy emphasizes ongoing advisor-client relationships, adapting strategies over time as client needs and market conditions change.
Top Holdings
Equity Positions (1,845)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 7.73% | $121.5M | 3,389,273 | $28.15 | $35.84 | +$12.9M |
D DFAX | DIMENSIONAL ETF TRUST | 7.09% | $111.4M | 3,792,745 | $25.63 | $29.37 | +$11.4M |
D DFUS | DIMENSIONAL ETF TRUST | 6.02% | $94.6M | 1,411,720 | $47.39 | $67.02 | +$10.7M |
I IWB | ISHARES TR | 4.47% | $70.2M | 206,774 | $142.47 | $339.57 | +$6.5M |
A AGG | ISHARES TR | 3.76% | $59.0M | 594,977 | $107.71 | $99.20 | +$1.0M |