$4.7B Total AUM
$4.2B Disc. AUM
9.1% 3Y CAGR
89 Employees
2,387 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- RidgeQuantum +more
- Established Date
- 02-01-2007
- Office Locations
- 7
Office Locations
1479 N. Hermitage Rd. Hermitage PA
1853 William Penn WAY Lancaster PA
25 Liberty Drive P.o. BOX 3456 Cartersville GA
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.
Team overview
46 AVG AGE
$147.8M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
8 yrs AVG TENURE
89 Employees
32 Advisory Reps
0 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Optima capital
Client Personas
Bridge Capital
Custodian
Summit alpha
Investment Themes
Atlas frontier North crest Matrix Foundation Momentum meridian
Investment Vehicles
Legacy Optima Insight atlas
Platform
Atlas north Legacy Wave focus
Services
Glacier pathway Glacier harbor Momentum Eagle pathway Frontier signal Eagle Atlas Signal Harbor ember Zenith Timber element
Technology
Ridge crest Foundation atlas Pioneer zenith
Owner & Executives
SARAH JAZWINSKI AMEY
VICE PRESIDENT, Wealth Advisor
- CRD
- #4959651
- Ownership
- Less than 5%
(246) 822-4507
capital.timber@primecapital.com
in linkedin.com/in/timber-delta
RYAN CHARLES BARRETT
VICE PRESIDENT, Wealth Advisor
- CRD
- #3244197
- Ownership
- Less than 5%
(684) 896-4474
meridian.meridian@beaconcapital.com
in linkedin.com/in/signal-insight
B
Bridge vital
Catalyst glacier
- CRD
- #51380
- Ownership
- 44.8%
(865) 302-3611
harbor.horizon@matrixcapital.com
in linkedin.com/in/crest-delta
Showing 2 of 18 owners & executives
Unlock allContacts
Constance C Amstutz
Wealth Advisor
- CRD
- #7245191
(236) 877-3910
atlas.pathway@catalystcapital.com
in linkedin.com/in/wave-signal
M
Mark D Browne
Wealth Advisor
- CRD
- #7974905
(585) 941-3321
element.vector@vectorcapital.com
in linkedin.com/in/peak-timber
O
Oak vertex
Catalyst peak
- CRD
- #18752
(644) 497-2690
vertex.focus@unisoncapital.com
in linkedin.com/in/vector-optima
Showing 2 of 34 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
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Separately Managed Accounts
Total SMA Asset: $4,729,065,800
Public Funds:
26.7% Equity - Exchange:
6.3% Cash:
17.8% Corporate - Investment Grade:
13.7% Municipal Bonds:
11.1% Other:
11.1% U.S. Government/Agency:
13.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,934,776,323 | 26.7% |
| Equity - Exchange | $456,520,256 | 6.3% |
| Cash | $1,289,850,882 | 17.8% |
| Corporate - Investment Grade | $992,750,398 | 13.7% |
| Municipal Bonds | $804,345,213 | 11.1% |
| Other | $804,345,213 | 11.1% |
| U.S. Government/Agency | $963,764,984 | 13.3% |
| Total | $7,246,353,269 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION FOCUS | VERTEX VITAL | 41SW47TZ0 | CLQ | 2.30% | $34,270,378 |
| MATRIX MERIDIAN ELEMENT | TIMBER RIDGE | LM02906GK | HEZB | 2.73% | $7,274,362 |
| PIONEER PRIME | FRONTIER QUANTUM | 4YOK94M6D | HKTF | 2.52% | $59,198,744 |
| UNISON BRIDGE MOMENTUM | HARBOR VITAL | 98PY6BIHX | EKWDW | 12.27% | $106,419,277 |
| VALUE BEACON | FRONTIER QUANTUM | EGL7MCO59 | WECIB | 9.71% | $32,893,393 |
| CATALYST CREST TIMBER | ZENITH RIDGE | 0M5LDCI44 | IYF | 1.07% | $80,784,476 |
| SUMMIT VECTOR | ZENITH PIONEER | PFLJTHCJO | NSX | 1.11% | $64,704,489 |
| QUANTUM MERIDIAN | INSIGHT VECTOR | I1UHFDQO4 | ZII | 5.12% | $2,359,401 |