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. 

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 Named Best Place to Work 2024 by Pittsburgh Business Times

JFS Wealth Advisors is excited to announce that it has again been named on the Pittsburgh Business Times Best Places to Work ranking for 2024. This is the third consecutive year the firm has achieved this accolade in western Pennsylvania.

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