This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-01-2007
- Office Locations
- 7
Office Locations
About JFS Wealth Advisors, LLC
JFS Wealth Advisors is a Pennsylvania-based RIA serving individuals, business owners, and institutions with integrated financial planning and portfolio management. The firm staffs in-house specialists across investments, tax strategies/compliance, and business growth/succession and retirement plan services. Portfolios commonly use diversified allocations with ETFs and mutual funds; custody includes Schwab and Fidelity.
Reported data analysis
What the numbers show
Between August 5, 2025 and March 31, 2026, reported AUM increased 18.1%, from $4.0B to $4.7B.
Across 5 reported observations, AUM increased 33.8% between November 4, 2022 and March 31, 2026, from $3.5B to $4.7B.
Of the latest reported AUM, 89.0% is discretionary and 11.0% is non-discretionary.
The firm reports 32 advisory representatives and 2,387 clients, or 74.6 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 7 reported office locations and 19 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review JFS Wealth Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full JFS Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SARAH JAZWINSKI AMEY
VICE PRESIDENT, Wealth Advisor
- CRD
- #4959651
- Ownership
- Less than 5%
RYAN CHARLES BARRETT
VICE PRESIDENT, Wealth Advisor
- CRD
- #3244197
- Ownership
- Less than 5%
Showing 2 of 18 owners & executives
Unlock allContacts
Constance C Amstutz
Wealth Advisor
- CRD
- #7245191
Mark D Browne
Wealth Advisor
- CRD
- #7974905
Showing 2 of 36 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,207,660,468 | $628,009 |
| Non-Discretionary | $521,405,332 | $1,855,535 |
| Total | $4,729,065,800 | $677,420 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
JFS Wealth Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
JFS Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing