August N. Santillo Jr., IACCP®

Operations & Compliance Specialist

August N. Santillo Jr., IACCP®

As Operations and Compliance Specialist, August assists Chief Operating Officer/Chief Compliance Officer, Laura Blaire, in ensuring that JFS complies with Security and Exchange Commission (SEC) regulations.  In his role, he updates and distributes the ADV Part 2 Brochure, maintains the Business Continuity Plan for all JFS locations, assists with annual employee compliance training, and prepares client contracts.  As an integration team member, August assists with firm mergers and acquisitions.  He also served as a member of the JFS Values Committee and is a member of the Charity Committee.

During his senior year of college, August served as an intern for JFS in the Asset Management and Operations departments.  He assisted both departments through various tasks, including an extensive cost basis reconciliation project.  Prior to rejoining JFS in November 2014, he worked as a Default Specialist in the consumer loan center of PNC Financial Services.

August is a graduate of Westminster College (PA), where he obtained his Bachelor’s Degree in Business Administration with a minor in Spanish.  He earned his Investment Adviser Certified Compliance Professional (IACCP) designation through National Regulatory Services in 2016.

August currently resides in Sharpsville, PA.  In his free time, he enjoys spending time at outdoors, attending local community events, and traveling to visit family members.