Knowledge Center

Explore our wealth of resources available to you. Gather the latest insights in retirement planning and wealth management. Watch one of our previous webinars on college planning or tax strategies. Check out our most recent firm news and see JFS Wealth Advisors in the media. 

Catch-Up On Our Past Webinars

Our subject-matter experts present webinars on various wealth management and planning topics. You can see our full library of webinars below.

Firm News

JFS Wealth Advisors: Disclosure Updates

As we welcome a new quarter and season, we're sharing our updated Client Relationship Services and ADV Disclosures. Since the last annual update of JFS Wealth Advisors’ brochure, dated March 29, 2024, the following material changes have occurred:

In the Media

JFS Wealth Advisors’ Sean Gibbon named to AICPA Standing Ovation Recognition Program

JFS Wealth Advisors is thrilled to announce that Wealth Advisor Sean M. Gibbon, CPA/PFS, CFP®, CEPA™ has been selected to receive the AICPA Standing award in recognition of his achievements in personal financial planning and contribution to the profession.

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View the most recent webinars hosted by our subject-matter experts, planners, and advisors, as well as market commentary from our investment committee, on tax, investments, and financial planning.

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