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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 1 year, 9 months May 2018 - Present
Hd Vest Investment Services 5 years May 2013 - May 2018
Itfp, P.C. 5 years May 2013 - May 2018
Time After Time 2 years, 8 months Jul 2012 - Mar 2015
Student 9 years, 3 months Dec 2006 - Mar 2016
Are You
Jessica Ann Smith?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 6, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    May 6, 2019
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 Dec. 12, 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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