JFS WEALTH ADVISORS, LLC
CRD #145051 SEC #801-68333 HERMITAGE, PA 724-962-3200
SEC Registered
Total AUM
$4B
Discretionary
$3.5B
Employees
86
Clients
--
Accounts
6,297
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $4B | $3.5B | $491.8M | 86 | 15 |
| Mar 2025 | $4B | $3.5B | $491.8M | 86 | 15 |
| Feb 2025 | $3.4B | $2.9B | $449M | 84 | 29 |
| Oct 2024 | $3.4B | $2.9B | $449M | 84 | 29 |
| Sep 2024 | $3.4B | $2.9B | $449M | 84 | 29 |
| Jul 2024 | $3.4B | $2.9B | $449M | 84 | 29 |
| Mar 2024 | $3.4B | $2.9B | $449M | 84 | 29 |
| Mar 2024 | $3B | $2.6B | $345.9M | 89 | 27 |
| Feb 2024 | $3B | $2.6B | $345.9M | 89 | 27 |
| Sep 2023 | $3B | $2.6B | $345.9M | 89 | 27 |
| Jul 2023 | $3B | $2.6B | $345.9M | 89 | 27 |
| Apr 2023 | $3B | $2.6B | $345.9M | 89 | 27 |
| Mar 2023 | $3B | $2.6B | $345.9M | 89 | 27 |
| Jan 2023 | $3.5B | $3.1B | $430.7M | 74 | 26 |
| Nov 2022 | $3.5B | $3.1B | $430.7M | 74 | 26 |
| Aug 2022 | $3.5B | $3.1B | $430.7M | 74 | 26 |
| Mar 2022 | $3.5B | $3.1B | $430.7M | 74 | 26 |
| Dec 2021 | $3.5B | $3.1B | $355.7M | 69 | 22 |
| Sep 2021 | $3.5B | $3.1B | $355.7M | 69 | 22 |
| Jul 2021 | $3.5B | $3.1B | $355.7M | 69 | 22 |
| May 2021 | $2.8B | $2.5B | $325.9M | 65 | 22 |
| Mar 2021 | $2.8B | $2.5B | $325.9M | 65 | 22 |
| Feb 2021 | $2.6B | $2.3B | $269M | 63 | 20 |
| Oct 2020 | $2.6B | $2.3B | $269M | 63 | 20 |
| Jun 2020 | $2.6B | $2.3B | $269M | 63 | 20 |
| Mar 2020 | $2.6B | $2.3B | $269M | 63 | 20 |
| Jan 2020 | $2.2B | $2B | $238.8M | 63 | 29 |
| Oct 2019 | $2.2B | $2B | $238.8M | 63 | 29 |
| Mar 2019 | $2.2B | $2B | $238.8M | 63 | 29 |
| Aug 2018 | $2.4B | $2.1B | $275.7M | 60 | 25 |
| Aug 2018 | $2.4B | $2.1B | $275.7M | 60 | 25 |
| Mar 2018 | $2.4B | $2.1B | $275.7M | 60 | 25 |
| Sep 2017 | $2.3B | $2B | $249.8M | 70 | 1,500 |
| Sep 2017 | $1.8B | $1.6B | $234M | 70 | 1,500 |
| Mar 2017 | $1.8B | $1.6B | $234M | 52 | 1,500 |
| Mar 2016 | $1.8B | $1.5B | $251.8M | 50 | 1,400 |
| Feb 2016 | $1.8B | $1.7B | $190.7M | 50 | 1,200 |
| Oct 2015 | $1.8B | $1.7B | $190.7M | 50 | 1,200 |
| Jul 2015 | $1.3B | $1.1B | $186.1M | 40 | 1,200 |
| Jun 2015 | $1.3B | $1.1B | $186.1M | 40 | 1,200 |
| Mar 2015 | $1.3B | $1.1B | $186.1M | 40 | 1,200 |
| Mar 2015 | $1.3B | $1.1B | $186.1M | 40 | 1,200 |
| Mar 2014 | $1.4B | $1.2B | $269.7M | 40 | 1,200 |
| Apr 2013 | $1.2B | $956.9M | $262.6M | 40 | 1,200 |
| Jan 2013 | $1.2B | $959.1M | $264.4M | 40 | 1,200 |
| Jul 2012 | $792.6M | $569M | $223.6M | 11 | 900 |
| Jun 2012 | $792.6M | $569M | $223.6M | 11 | 900 |
| May 2012 | $792.6M | $569M | $223.6M | 11 | 900 |
| Mar 2012 | $792.6M | $569M | $223.6M | 11 | 900 |
| Oct 2010 | $747.5M | $501.8M | $245.7M | -- | -- |
| Sep 2010 | $747.5M | $501.8M | $245.7M | -- | -- |
| May 2010 | $747.5M | $501.8M | $245.7M | -- | -- |
| Mar 2010 | $747.5M | $501.8M | $245.7M | -- | -- |
| Mar 2008 | $836.4M | $514.7M | $321.7M | -- | -- |
| Jan 2008 | $834.9M | $508.4M | $326.5M | -- | -- |
| Oct 2007 | $834.9M | $508.4M | $326.5M | -- | -- |
| Sep 2007 | $834.9M | $508.4M | $326.5M | -- | -- |
| Aug 2007 | $834.9M | $508.4M | $326.5M | -- | -- |
DateAug 2025
Total AUM$4B
Discretionary$3.5B
Non-Disc.$491.8M
Employees86
Clients15
DateMar 2025
Total AUM$4B
Discretionary$3.5B
Non-Disc.$491.8M
Employees86
Clients15
DateFeb 2025
Total AUM$3.4B
Discretionary$2.9B
Non-Disc.$449M
Employees84
Clients29
DateOct 2024
Total AUM$3.4B
Discretionary$2.9B
Non-Disc.$449M
Employees84
Clients29
DateSep 2024
Total AUM$3.4B
Discretionary$2.9B
Non-Disc.$449M
Employees84
Clients29
DateJul 2024
Total AUM$3.4B
Discretionary$2.9B
Non-Disc.$449M
Employees84
Clients29
DateMar 2024
Total AUM$3.4B
Discretionary$2.9B
Non-Disc.$449M
Employees84
Clients29
DateMar 2024
Total AUM$3B
Discretionary$2.6B
Non-Disc.$345.9M
Employees89
Clients27
DateFeb 2024
Total AUM$3B
Discretionary$2.6B
Non-Disc.$345.9M
Employees89
Clients27
DateSep 2023
Total AUM$3B
Discretionary$2.6B
Non-Disc.$345.9M
Employees89
Clients27
DateJul 2023
Total AUM$3B
Discretionary$2.6B
Non-Disc.$345.9M
Employees89
Clients27
DateApr 2023
Total AUM$3B
Discretionary$2.6B
Non-Disc.$345.9M
Employees89
Clients27
DateMar 2023
Total AUM$3B
Discretionary$2.6B
Non-Disc.$345.9M
Employees89
Clients27
DateJan 2023
Total AUM$3.5B
Discretionary$3.1B
Non-Disc.$430.7M
Employees74
Clients26
DateNov 2022
Total AUM$3.5B
Discretionary$3.1B
Non-Disc.$430.7M
Employees74
Clients26
DateAug 2022
Total AUM$3.5B
Discretionary$3.1B
Non-Disc.$430.7M
Employees74
Clients26
DateMar 2022
Total AUM$3.5B
Discretionary$3.1B
Non-Disc.$430.7M
Employees74
Clients26
DateDec 2021
Total AUM$3.5B
Discretionary$3.1B
Non-Disc.$355.7M
Employees69
Clients22
DateSep 2021
Total AUM$3.5B
Discretionary$3.1B
Non-Disc.$355.7M
Employees69
Clients22
DateJul 2021
Total AUM$3.5B
Discretionary$3.1B
Non-Disc.$355.7M
Employees69
Clients22
DateMay 2021
Total AUM$2.8B
Discretionary$2.5B
Non-Disc.$325.9M
Employees65
Clients22
DateMar 2021
Total AUM$2.8B
Discretionary$2.5B
Non-Disc.$325.9M
Employees65
Clients22
DateFeb 2021
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$269M
Employees63
Clients20
DateOct 2020
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$269M
Employees63
Clients20
DateJun 2020
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$269M
Employees63
Clients20
DateMar 2020
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$269M
Employees63
Clients20
DateJan 2020
Total AUM$2.2B
Discretionary$2B
Non-Disc.$238.8M
Employees63
Clients29
DateOct 2019
Total AUM$2.2B
Discretionary$2B
Non-Disc.$238.8M
Employees63
Clients29
DateMar 2019
Total AUM$2.2B
Discretionary$2B
Non-Disc.$238.8M
Employees63
Clients29
DateAug 2018
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$275.7M
Employees60
Clients25
DateAug 2018
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$275.7M
Employees60
Clients25
DateMar 2018
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$275.7M
Employees60
Clients25
DateSep 2017
Total AUM$2.3B
Discretionary$2B
Non-Disc.$249.8M
Employees70
Clients1,500
DateSep 2017
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$234M
Employees70
Clients1,500
DateMar 2017
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$234M
Employees52
Clients1,500
DateMar 2016
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$251.8M
Employees50
Clients1,400
DateFeb 2016
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$190.7M
Employees50
Clients1,200
DateOct 2015
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$190.7M
Employees50
Clients1,200
DateJul 2015
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$186.1M
Employees40
Clients1,200
DateJun 2015
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$186.1M
Employees40
Clients1,200
DateMar 2015
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$186.1M
Employees40
Clients1,200
DateMar 2015
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$186.1M
Employees40
Clients1,200
DateMar 2014
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$269.7M
Employees40
Clients1,200
DateApr 2013
Total AUM$1.2B
Discretionary$956.9M
Non-Disc.$262.6M
Employees40
Clients1,200
DateJan 2013
Total AUM$1.2B
Discretionary$959.1M
Non-Disc.$264.4M
Employees40
Clients1,200
DateJul 2012
Total AUM$792.6M
Discretionary$569M
Non-Disc.$223.6M
Employees11
Clients900
DateJun 2012
Total AUM$792.6M
Discretionary$569M
Non-Disc.$223.6M
Employees11
Clients900
DateMay 2012
Total AUM$792.6M
Discretionary$569M
Non-Disc.$223.6M
Employees11
Clients900
DateMar 2012
Total AUM$792.6M
Discretionary$569M
Non-Disc.$223.6M
Employees11
Clients900
DateOct 2010
Total AUM$747.5M
Discretionary$501.8M
Non-Disc.$245.7M
Employees--
Clients--
DateSep 2010
Total AUM$747.5M
Discretionary$501.8M
Non-Disc.$245.7M
Employees--
Clients--
DateMay 2010
Total AUM$747.5M
Discretionary$501.8M
Non-Disc.$245.7M
Employees--
Clients--
DateMar 2010
Total AUM$747.5M
Discretionary$501.8M
Non-Disc.$245.7M
Employees--
Clients--
DateMar 2008
Total AUM$836.4M
Discretionary$514.7M
Non-Disc.$321.7M
Employees--
Clients--
DateJan 2008
Total AUM$834.9M
Discretionary$508.4M
Non-Disc.$326.5M
Employees--
Clients--
DateOct 2007
Total AUM$834.9M
Discretionary$508.4M
Non-Disc.$326.5M
Employees--
Clients--
DateSep 2007
Total AUM$834.9M
Discretionary$508.4M
Non-Disc.$326.5M
Employees--
Clients--
DateAug 2007
Total AUM$834.9M
Discretionary$508.4M
Non-Disc.$326.5M
Employees--
Clients--