HERMITAGE, PA – June 16, 2016 – JFS Wealth Advisors, (JFS), an independent wealth management firm with approximately $1.8 billion in assets under management, has been named by the Financial Times as one of the top 300 registered investment advisors (RIA) in the country.
The Financial Times (FT) considers a variety of factors from over 1,500 qualifying RIA companies before selecting the top 300. The FT bases its selection on six broad areas and calculates a numeric score for each advisor. Areas of consideration include advisor assets under management, asset growth, company age, industry certifications of key employees, SEC compliance record, and online accessibility.
“I’m privileged to work with such a dedicated, talented team that’s passionate about helping clients achieve their life goals by empowering them financially,” said JFS Founder and President, Bob Jazwinski, “It’s an honor to receive this prestigious recognition and be among other distinguished organizations leading the RIA industry.”
Firms that qualify for the FT 300 are registered with the US Securities and Exchange Commission and have at least $300 million or more in assets under management. Additionally, the FT caps the number of companies from any one state, roughly based on the distribution of millionaires across the US.
For more information about the Financial Times 300 ranking, visit www.ft.com.
About JFS Wealth Advisors
Since 1986, JFS has assisted purpose-driven individuals, businesses, and institutions with customized, solution based financial planning and investment management. Acting as a legal fiduciary, our wealth management team advocates for our clients’ best interests by maintaining objectivity in advice, integrity in service, and compassion in understanding the unique complexities that impact financial success. JFS Wealth Advisors is an independently registered investment advisor (RIA) with approximately $1.8B in assets under management, over 60 employees, and offices in Pennsylvania and Florida. For more information about JFS and its services, please reach out to our team of wealth advisors.
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.
Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results, nor should they be construed as a current or past endorsement of the RIA or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor.
 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.