Jessica Grimes, Retirement Plan, Institutional Support Specialist at JFS Wealth Advisors

As a Retirement Plan, Institutional Support Specialist, Jessica is responsible for providing our Business Retirement Plan team support with client issues, preparing documents, completing data entry, processing deposits, preparing enrollment materials, and providing any other administrative support as required.

Prior to joining JFS, Jessica worked for a Third-Party Administrator providing extensive administration related to retirement plans. In addition, she has experience working as a Senior Financial Service Associate in the banking sector where she interacted regularly with clients supporting and maintaining business accounts.

Outside of the office, Jessica enjoys spending time with family and friends. She keeps busy with her daughter, who is active in sports and with a variety of pets. She enjoys reading and short hikes around local trails. She also enjoys spending time at her family cabin in the mountains to relax around a campfire.

Get In Touch:

Get Started With
JFS Today

Office Locations:

Bachelor of Science in Finance and International Business, Penn State Erie, The Behrend College


Business Retirement Plans

Tammie L. Bernard, Retirement Plan, Institutional Support Specialist at JFS Wealth Advisors

Tammie L. Bernard

Tammie L. Bernard is a Retirement Plan, Institutional Support Specialist at JFS Wealth Advisors, based out of our Hermitage office.


Get to Know Us

Discover the dedicated professionals behind our financial planning success. Our team brings a wealth of expertise and a commitment to guiding you towards a secure financial future.

Subscribe to Receive Our Regular Updates

Subscribe to Be Invited to Our Upcoming Webinars