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Overview

Services

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Funds

Funds Used With Clients

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Qualifications

Experience

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Employer Years Dates
Jfs Wealth Advisors, LLC 6 years, 10 months Jan 2013 - Present
JFS Wealth Advisors, LLC 6 years, 10 months Jan 2013 - Present
H.L. Zeve Associates, Inc. 8 years Dec 2004 - Dec 2012
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Ronald William Yost?
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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
    Apr 22, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Nov 2, 2014
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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