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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
JFS Wealth Advisors, LLC 3 years, 2 months Sep 2016 - Present
JFS Wealth Advisors, LLC 3 years, 8 months Jan 2013 - Sep 2016
H.L. Zeve Associates, Inc. 25 years, 3 months Aug 1994 - Present
H.L. Zeve Associates, Inc. 18 years, 4 months Aug 1994 - Dec 2012
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James Stephen Lee?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 6, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Aug 7, 1999
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Jfs Wealth Advisors, LLC

Last updated on March 28, 2019
    • $2.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $410.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
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