JFS Wealth Advisors Overview
- Year Founded
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1986
- Status
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Acquired/Merged
- Employees
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100
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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1
- Investments
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3
JFS Wealth Advisors General Information
Description
Provider of wealth management services catering to high net-worth individuals, families and businesses. The company offers financial planning, investment management, retirement planning, tax planning and preparation, insurance review and risk assessment and estate and legacy planning, thereby helping its clients navigate the ups and downs free them to confidently focus on what matters most.
Contact Information
Website
www.jfswa.com(Operating Subsidiary)
Corporate Office
- 1479 North Hermitage Road
- Hermitage, PA 16148
- United States
Corporate Office
- 1479 North Hermitage Road
- Hermitage, PA 16148
- United States
JFS Wealth Advisors Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
JFS Wealth Advisors Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
JFS Wealth Advisors Acquisitions (3)
JFS Wealth Advisors’s most recent deal was a Merger/Acquisition with Anchor Financial Group. The deal was made on 01-Sep-2017.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Anchor Financial Group | 01-Sep-2017 | Merger/Acquisition | Other Financial Services | ||
| Comprehensive Investment Solutions | 01-Oct-2015 | Merger/Acquisition | Consulting Services (B2B) | ||
| H.L. Zeve Associates | 22-Jan-2013 | Merger/Acquisition | Other Financial Services |
JFS Wealth Advisors FAQs
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When was JFS Wealth Advisors founded?
JFS Wealth Advisors was founded in 1986.
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Where is JFS Wealth Advisors headquartered?
JFS Wealth Advisors is headquartered in Hermitage, PA.
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What is the size of JFS Wealth Advisors?
JFS Wealth Advisors has 100 total employees.
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What industry is JFS Wealth Advisors in?
JFS Wealth Advisors’s primary industry is Asset Management.
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Is JFS Wealth Advisors a private or public company?
JFS Wealth Advisors is a Private company.
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What is JFS Wealth Advisors’s current revenue?
The current revenue for JFS Wealth Advisors is .
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When was JFS Wealth Advisors acquired?
JFS Wealth Advisors was acquired on 04-Oct-2007.
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Who acquired JFS Wealth Advisors?
JFS Wealth Advisors was acquired by Focus Financial Partners.
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