Firm News

JFS Wealth Advisors is delighted to announce that it has been recognized by the Pittsburgh Business Times as one of the local area’s largest Money Managers in 2022. JFS has been listed as a Top 10 local firm. “We are honored to be included in the top 10 Money Managers by Pittsburgh Business Times,” said […]

JFS Wealth Advisors is delighted to announce that it has been named on Financial Advisor magazine’s Top Registered Investment Advisors (RIA) ranking for 2022. This year JFS ranked 150 out of 534 firms; a higher position than in 2021. “We are thrilled to have the hard work and dedication of our team recognized by Financial […]

Our team is our single most important asset. We honor their dedication and commitment to the firm and our clients. Our growth mindset drives our passion to always be better and do more. We are pleased to welcome the new hires to JFS! New Hires: It has been a busy quarter at JFS. We’re excited […]

JFS Wealth Advisors, a full-service wealth management firm with locations across the country, announced today that effective July 1, 2022, Amanda L. Marcello, CFP® and Ronald W. Yost will be promoted to Partners. Amanda Marcello joined JFS Wealth Advisors after graduating Magna Cum Laude from Youngstown State University (OH) in 2002. After supporting advisors for […]

JFS Wealth Advisors, a full-service wealth management firm with locations across the country, announced today that effective July 1, 2022, Manish Upadhyay CAIA®, CIMA®, will be named Chief Investment Officer to succeed Stephen Lee. Currently, the Director of Investment Management, Manish joined JFS in 2015 through the merger of CIS, where he was the firm’s […]

JFS Wealth Advisors is pleased to announce the following promotions, anniversaries, and designation accomplishments. Our team is our single most important asset. We honor their dedication and commitment to the firm and our clients. Our growth mindset drives our passion to always be better and do more. We are pleased to welcome the new hires […]