JFS News
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July 2010
JFS Wealth Advisors earned a place in the tenth annual Wealth Manager ranking of Top Wealth Managers for the eighth consecutive year. Ranking is based on the asset value of the average client relationship from the previous year, and participation is free and voluntary. Firms have to be registered investment advisors and offer financial planning services. Banks, broker-dealers, and trust companies are not eligible. Read Gary Dalessandro's tax article, "Fading Into the Sunset," from The Herald's Business Chronicle.
June 2010
 Janet Earle helped the MDA by reaching her "bail" goal of $1,600. Great job! May 2010
JFS Wealth Advisors was voted Best of the Best in the 2010 Herald Readers' Choice Awards. The JFS team would like to thank all of The Herald readers who nominated and voted for us as the Best of the Best Financial Consultant.
The Herald newspaper annually asks its readers to nominate businesses in various categories that they believe to be the best of the best. From the nominations, readers had the opportunity to vote on which businesses they thought were best of the best. Nomination ballots appeared in The Herald in late February. Nominees were listed in the March 31 edition, and ballots were due by April 6 at 5 p.m. Click here to see the complete issue. April 2010
Deb Stiger and Mark Johnston presented "Money & Life: College Years" to the Grove City College Accountants Society. The presentation was developed and provided by the PICPA.
March 2010
Janelle Fumerola presented "Budgeting for Success & Steps for Financial Success" for the United Way of Mercer County's women's leadership series, Keys to Success. Janelle's presentation was part of a seven part series developed by the United Way as part of its commitment to education.
January 2010
For the fourth year, advisors from JFS presented financial topics to Mercer High School students for their Families Today Living Today class. The materials are from the NEFE (National Endowment for Financial Education) program. Mark Johnston presented investments; Deb Stiger presented budgeting; and Gary Dalessandro presented debt.
December 2009
 This year the JFS employees have gotten into the holiday spirit and are participating in the Salvation Army's Adopt-a-Family-Program. It's a program that helps families have a joyous holiday when otherwise they may not. Aside from the gifts, the family was also provided with several boxes of food staples. Employees were very generous.
While many families receive help at this time from the Salvation Army, the families for this program are hand-picked to participate in the program.
The committee of JFS "elves" were Stephanie Rossi, Laura Blaire, Janelle Fumerola and Amanda Smith. Tony Burt obtained the Certified Investment Management Analystsm designation. Awarded by Investment Management Consultants Association (IMCA), the CIMA® certification is the only advanced designation specifically for investment consultants. JFS is proud to have two CIMA professionals on its staff. Read the press release. Read Karen Chikosky's feature article, "A World of Options Out There: International Investing Has its Own Risks and Rewards," from The Herald's Business Chronicle.
October 2009
The JFS Team for the SVYP Scavenger Hunt had to "gather" some funny pictures.
  Team members wearing bathrobes from left: Jenn Toth, Laura Blaire, Amanda Marcello, Amanda Smith.
We can only guess at who is who in their Halloween garb. Read Janelle Fumerola's article, "Estate Planning Should Include Possessions," from The Herald's Financial Planning Supplement, October 29, 2009.
Buhl Day 2009
Each year residents of the Shenango Valley gather at Buhl Farm Park to celebrate Frank and Julia Buhl's most unselfish gift to the people of the Shenango Valley. In 1915, the Buhl's donated 350 acres to fulfill Mr. Buhl's vision of a privately supported park open to the public to provide families with the peacefulness of the country and a healthful setting for recreation. Each year, the Buhl Day organizing committee chooses three individuals who make a difference to our community. This year Bob Jazwinski was chosen.
Click here to read the feature article from The Herald, Sunday, September 6, 2009.
August 2009
JFS Family Picnic
  Trampoline fun!
  Amanda Smith with baby Shawn.
Shawn and baby Shawn Marcello.
July 2009
JFS Wealth Advisors earned a place in the ninth annual Wealth Manager ranking of Top Wealth Managers for the seventh consecutive year. Ranking is based on the asset value of the average client relationship from the previous year, and participation is free and voluntary. Firms have to be registered investment advisors and offer financial planning services. Banks, broker-dealers, and trust companies are not eligible.
Financial Advisor magazine released its fourth annual ranking of independent financial advisory firms. JFS was ranked 82nd and has earned a spot in all four surveys. Firms were ranked by total assets under management for 2008. To be eligible, firms must be registered independent advisors, offer financial planning services, and have predominately individual clients. Participation is free and voluntary.
June 2009
Barry Cox was nominated and chosen for the PICPA's 40 Under 40 Members to Watch List. Read the press release.
Janelle Fumerola volunteered her time as an advisor for the NAPFA Your Money Bus stop at Carnegie Mellon University, Pittsburgh. Read the press release.
March 2009
Our own Chief Compliance Office, Laura Blaire, attended a compliance conference in March in the beautiful city of New Orleans. One of the days, conference attendees spent the day doing some clean up helping the City of New Orleans in its continuing recovery from Hurricane Katrina.
February 2009
 Some of the staff of JFS show their team spirit to root the Pittsburgh Steelers to victory in Super Bowl XLIII. Here we go Steelers! |
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