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JFS Wealth Advisors

JFS Wealth Advisors
1986 FOUNDED
M&A STATUS
51-60 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
3 INVESTMENTS
Description

Provider of investment management services. The company offers comprehensive financial planning services to high net worth individuals, individuals, families, pension and profit sharing plans, charitable organizations, corporations, businesses and state and municipal government entities.

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Parent Company
Primary Office
  • 1479 North Hermitage Road
  • Hermitage, PA 16148
  • United States

+1 (724) 000-0000

JFS Wealth Advisors Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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JFS Wealth Advisors Acquisitions (3)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 000000000 0 01-Sep-2017 000000000000000000 Asset Management
0000000000000 0000 01-Oct-2015 000000000000000000 Consulting Services (B2B) 000000 000000000
H.L. Zeve Associates 22-Jan-2013 Merger/Acquisition Brokerage
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JFS Wealth Advisors Subsidiaries (1)

Company Name Industry Location Founded
0.0. 0000 00000000 Brokerage Pittsburgh, PA
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JFS Wealth Advisors Executive Team (6)

Name Title Board
Seat
Contact
Info
Janet Earle Chief Financial Officer & Managing Principal
Laura Blaire Managing Principal, Chief Operating Officer & Chief Compliance Officer
Robert Jazwinski Founder, President, Managing Principal & Partner
J. Stephen Lee Chief Investment Officer and Managing Principal
Thomas Alvaré Managing Principal & Senior Lead Advisor
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