JFS Wealth Advisors Overview

  • Year Founded
  • 1986

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 97

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

  • Investments
  • 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, estate and legacy planning, education planning, cash management and philanthropic planning services, thereby helping its clients navigate the ups and downs free them to confidently focus on what matters most.

Contact Information

Website
www.jfswa.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Parent Company
Corporate 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 (9)

Name Title Board Seat Contact Info
Ryan Tiesi Co-Chief Executive Officer & Partner
Robert Jazwinski Co-Founder, President, Wealth Advisor & Partner
Laura Blaire Chief Operating Officer
J. Stephen Lee Chief Investment Officer, Wealth Adviser & Partner
Thomas Alvaré Managing Principal & Senior Lead Advisor
You’re viewing 5 of 9 executive team members. Get the full list »

JFS Wealth Advisors Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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
Anchor Financial Group 01-Sep-2017 0000000000 Other Financial Services
Comprehensive Investment Solutions 01-Oct-2015 0000000000 Consulting Services (B2B) 000000 00
H.L. Zeve Associates 22-Jan-2013 Merger/Acquisition Other Financial Services
To view JFS Wealth Advisors’s complete acquisitions history, request access »

JFS Wealth Advisors FAQs

  • When was JFS Wealth Advisors founded?

    JFS Wealth Advisors was founded in 1986.

  • Who is the founder of JFS Wealth Advisors?

    Robert Jazwinski is the founder of JFS Wealth Advisors.

  • Who is the CEO of JFS Wealth Advisors?

    Ryan Tiesi is the CEO of JFS Wealth Advisors.

  • Where is JFS Wealth Advisors headquartered?

    JFS Wealth Advisors is headquartered in Hermitage, PA.

  • What is the size of JFS Wealth Advisors?

    JFS Wealth Advisors has 97 total employees.

  • What industry is JFS Wealth Advisors in?

    JFS Wealth Advisors’s primary industry is Asset Management.

  • Is JFS Wealth Advisors a private or public company?

    JFS Wealth Advisors is a Private company.

  • What is JFS Wealth Advisors’s current revenue?

    The current revenue for JFS Wealth Advisors is 000000.

  • When was JFS Wealth Advisors acquired?

    JFS Wealth Advisors was acquired on 04-Oct-2007.

  • Who acquired JFS Wealth Advisors?

    JFS Wealth Advisors was acquired by Focus Financial Partners.

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