JFS Wealth Advisors Overview

  • Founded
  • 1986
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 60
Employees
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1
  • Investments
  • 3

JFS Wealth Advisors General Information

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.

Contact Information

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
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JFS Wealth Advisors Valuation & Funding

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

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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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JFS Wealth Advisors Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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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
To view JFS Wealth Advisors’s complete acquisitions history, request access »

JFS Wealth Advisors Subsidiaries (1)

Company Name Industry Location Founded
0.0. 0000 00000000 Brokerage Pittsburgh, PA
To view JFS Wealth Advisors’s complete subsidiaries history, request access »