Debbie Hodum, Portfolio Reconciliation Specialist at JFS Wealth Advisors

As Portfolio Reconciliation Specialist, Debbie is responsible for coordinating and providing advisor and client support around portfolio reconciliation, as well as ensuring exceptional client service. Debbie has broad experience in financial planning, trust administration and account reconciliation.

Prior to joining JFS, Debbie worked at NexTier Bank and Huntington National Bank in the Trust Department. She is a licensed Notary Public for the State of Pennsylvania as well as a Financial Paraplanner Qualified Professional™.

Get In Touch:

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Office Locations:

College of Financial Planning

Credentials or Certifications:
Financial Paraplanner Qualified Professional™, Notary Public (PA)


Advisors and Planners

Ron W. Yost, Partner, Wealth Advisor at JFS Wealth Advisors

Ron W. Yost

Ron W. Yost is a Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.


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