Recent News

January 21, 2022 · Written By JFS Wealth Advisors

As our firm continues to grow, we are fortunate to have an experienced team in place that enables us to strengthen our client relationships and deepen the services we offer. With that, we are pleased to welcome the following new hires to JFS!

New Hires:

Ryan Kennis, CFP, MBA joins our Hermitage/Pittsburgh team as Wealth Advisor, working with clients to develop, implement, and monitor tailored financial solutions. Ryan is a Certified Financial ProfessionalTM and seasoned advisor with more than 20 years in the financial services industry, particularly working with high-net-worth and ultra-high-net-worth clients.

Lauren Petrarulo joins our Hermitage/Pittsburgh team as Client Relationship Specialist, working closely with clients on a regular basis to assist with questions or account-related needs. She also supports multiple custodians to process requests, such as deposits, distributions, new account processes, or account maintenance.

Jeanette Shaffer joins our team as Tax and Accounting Coordinator, where she tracks progress of tax and accounting work, prepares and coordinates tax-related mailings, and assists with the preparation of tax returns while communicating with tax clients on a regular basis.

Christina Maier joins JFS as Regional Tax Director, responsible for managing and overseeing the execution of tax planning, tax compliance, and tax return work. She also serves as a key liaison and tax subject matter expert for wealth management teams.

Lisa Chavara joins our team as Staff Accountant, where she is responsible for preparing internal financial statements for clients, including historical financial analyses and budget vs. actual reporting. She also prepares general ledger account reconciliations and analyzes transactions for proper accounting treatment and coding.

Client Reminder: Utilize Your Secure Technology

JFS Client Portal: We encourage you to continue using your secure, online client portal to send and receive sensitive documents with your service team. An easy-to-use portal dashboard displays your key account information and allows you to securely upload and download sensitive documents. If you do not have an online portal but would like to start receiving the benefits of electronic delivery, please visit www.jfswa.com/go-digital, or speak with a member of your service team.

JFS Mobile App: For those with a client portal, you can download our mobile app for Android or iOS. Like the online portal, the JFS app includes an interactive dashboard showing key portfolio and account data, dynamic reports with current investment information, and a document vault for securely viewing files uploaded by your advisor and service team. If you’re ready to get started with the app, just search for “JFS Wealth” in your mobile app store. Please note, to access your JFS accounts through the mobile app, you will need to have an active client portal. If you already have a JFS portal, you do not need to authorize electronic delivery before downloading the app.

DocuSign: We continue to implement DocuSign firm-wide for requesting electronic signatures for your documents. The DocuSign system enhances the signing process by significantly reducing the amount of paperwork clutter involved with signing important documents in a timely manner and allows you to access your documents securely from multiple devices and locations. Clients with electronic delivery authorization on file will automatically benefit from the new system. If you would like more information, please contact a member of your service team.

Thank You for Your Ongoing Trust!

Thank you for continuing to trust us as we assist those closest to you. Our advisory team remains ready, willing, and able to help any of your friends, family, or business associates in this unusual and challenging environment. If you know someone who may need our help, please speak with your advisor about the best way to connect us.