JFS Wealth Advisors Celebrates 30 Years of Growth and Recognition

September 27, 2016 · Written By Sarah Stafford

Hermitage, PA—September 27, 2016—JFS Wealth Advisors, one of the country’s top 300 registered investment advisors[1] according to the Financial Times, recently celebrated its 30th anniversary. The growing wealth management firm reflected on its history this month with an open letter from Robert Jazwinski, JFS Founder and President.

“I started JFS based on my passion for investments and desire to help people,” stated Jazwinski. “As I assess the firm today, I can truly say we’ve never had deeper bench strength. We’re helping families and businesses succeed in all facets of personal and organizational finance, even as their agendas evolve over time.”

This adaptive approach is central to JFS’ Lifetime Planning Continuum®, where specialized advisory teams serve clients according to unique financial “impact points.” As individuals advance in years and wealth accumulation, their primary needs tend to shift—from household budgeting and cash flow management, for example, to retirement planning or succession planning. Along the way, JFS has the experts to provide ongoing support in areas like tax management, estate planning, insurance planning and risk management.

Over the past 30 years, JFS has come a long way from its humble beginnings as a one-room office. Today, the firm has over $1.8B in assets under management with 60+ employees serving more than 1,500 clients in over 40 states and four different countries. JFS attributes its continual, steady growth to consistent client referrals and the company’s overall dedication to evolve with the fast-paced nature of modern technology.

“The remarkable piece of our success is how we’ve grown so steadily—earning enough client referrals that we never had to pause and reassess our path,” said Jazwinski. “To me, this is a credit to our people and our guiding principle: serve clients’ best interests above all else.”

More information on JFS Wealth Advisors—including the firm’s recent media mentions and wealth management blog—can be found at www.jfswa.com.

About JFS Wealth Advisors

JFS Wealth Advisors assists purpose-driven individuals, businesses, and institutions with customized, solution-based financial planning and investment management. As an independent fiduciary, JFS advocates for clients’ best interests by maintaining objectivity in advice, integrity in service, and compassion in understanding the unique complexities that impact financial success.  For more information about JFS’ advisory team and services, call 877.745.1700 or visit www.jfswa.com.

FT 300 Disclosure

The 2016 Financial Times 300 Top Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2016).  The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research.  As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility.  Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

[1] Registration does not imply a level of skill or training. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.