Firm News

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:

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.

JFS Wealth Advisors is delighted to announce that it has again been named a Top Registered Investment Advisor (RIA) by Financial Advisor magazine’s annual RIA Survey and Ranking. In 2024, JFS moved into the top 150 firms.

JFS Wealth Advisors, a full-service wealth management firm with 9 locations, announced that effective from July 1, 2024, Aaron K. Dayton, CFP®, Kevin Renne, CFP®, CEPA™, and Gregory Reif, CFP® have been promoted to Partners.

Our team is undeniably our most invaluable asset. At the heart of our organization, they are the driving force behind our success, and we hold their unwavering dedication and commitment to both the firm and our clients in the highest regard.

Launching in May 2024: Exit Planning Institute Mahoning-Shenango Valley Chapter Exit planning is quickly becoming one of the fastest growing industries due to the staggering