Portfolio Management Archives | JFS Wealth Advisors

Jason Oyler is a Portfolio Trading Analyst for JFS Wealth Advisors, based out of our Hermitage office.

Nicole O’Connell is an Associate Portfolio Specialist at JFS Wealth Advisors, based out of our Hermitage office.

Jennifer E. Pavelko is a Portfolio Trading Specialist at JFS Wealth Advisors, based out of our Hermitage office.

Robert T. Brooks, CIMA® is a Portfolio Trading Manager 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.

Debbie Hodum, FPQP®, is a Portfolio Reconciliation Specialist for JFS Wealth Advisors, based out of our Hermitage office.

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