Jenna Fallo

Jenna Fallo is a Portfolio Management Specialist at JFS Wealth Advisors. In this role, she is responsible for monitoring client portfolio performance, conducting financial data analysis, and assisting with the implementation of investment strategies. Her professional background includes internship experience with JFS Wealth Advisors and over two years in customer service, where she gained skills in financial transaction management, accuracy in balancing registers, and adaptability in high-volume environments. These experiences have reinforced her capabilities in detail-oriented work, accountability, and effective communication.

Jenna pursued finance out of a long-standing interest in markets and the economy, focusing her studies on financial management while earning academic honors at Youngstown State University. Her educational and professional development has emphasized analytical rigor, adaptability, and client-focused communication.

Outside of her professional responsibilities, Jenna engages in reading, baking, and painting. She also prioritizes time with family and friends, which she identifies as essential for maintaining personal balance alongside professional commitments.

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Education:
Academic Honors in Financial Management at Youngstown State University

MEET MORE OF THE TEAM

Portfolio Management

Daniel Coursey is a Portfolio Management Specialist supporting the investment committee and manages trades across multiple custodians.
Debbie Hodum, FPQP®, is a Portfolio Reconciliation Specialist for JFS Wealth Advisors, based out of our Hermitage office.
Jason Oyler is a Portfolio Management Specialist for JFS Wealth Advisors, based out of our Hermitage office.
Jennifer E. Pavelko is a Portfolio Management Specialist at JFS Wealth Advisors, based out of our Hermitage office.
Manish Upadhyay, CAIA®, CIMA® is Chief Investment Officer, Partner at JFS Wealth Advisors, based out of the Doylestown office.

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