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
www.jfswa.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Parent Company
Focus Financial Partners
Primary Office
  • 1479 North Hermitage Road
  • Hermitage, PA 16148
  • United States
+1 (724) 000-0000
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

JFS Wealth Advisors Valuation & Funding

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

This information is available in the PitchBook Platform. To explore JFS Wealth Advisors‘s full profile, request access.

Request a free trial

JFS Wealth Advisors Executive Team (7)

Name Title Board Seat Contact Info
Ryan Tiesi Chief Financial Officer & Managing Partner
Laura Blaire Managing Principal, Chief Operating Officer & Chief Compliance Officer
J. Stephen Lee Chief Investment Officer, Wealth Adviser & Partner
Robert Jazwinski Founder, President, Managing Principal & Partner
Thomas Alvaré Managing Principal & Senior Lead Advisor
You’re viewing 5 of 7 executive team members. Get the full list »

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

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

JFS Wealth Advisors Acquisitions (3)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 000000 01-Sep-2017 0000000000 Asset Management
0000000000000 01-Oct-2015 0000000000 Consulting Services (B2B) 000000 00
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 »