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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. 

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 Named a Finalist in the ThinkAdvisor Luminaries 2024 Industry Awards

JFS Wealth Advisors is delighted to announce that they are named amongst only three Finalists in the Industry Disruption category for Firms in the 2024 ThinkAdvisor Luminaries industry award during a year of record-breaking nominations.

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