JFS WEALTH ADVISORS Overview

Jfs Wealth Advisors Llc is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 40 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 350MM in positions, representing 27% of the manager's regulatory AUM.

JFS WEALTH ADVISORS StockAlpha

-0.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

JFS WEALTH ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IJR 7.35% ETF 7.24% 0.42% 0 5%
IWB 6.7% ETF 1.58% 0% 0 4%
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FEATURED IN
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JFS WEALTH ADVISORS Founders and Key Employees

Name Title In Position Since
Robert C. Jazwinski President, Managing Member June-1991
Laura J. Blaire Vice President, Chief Compliance Officer, Chief Operating Officer February-2007
Janelle M. Fumerola Vice President February-2009
Janet J. Earle Secretary, Chief Financial Officer January-2010
James S. Lee Vice President January-2013

JFS WEALTH ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

JFS WEALTH ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Robert C. Jazwinski, President and Chairman of the Investment Committee works with Co-Chair J. Stephen Lee and Investment Committee members to conduct fundamental analysis on securities recommended for client accounts. Investment Committee members include all Lead Advisors. This analysis varies depending on the security in question.

For stocks and bonds the analysis generally includes a review of:
• The issuer’s management;
• The amount and volatility of past profits or losses;
• The issuer’s assets and liabilities, as well as any material changes from historical norms;
• Prospects for the issuer’s industry, as well as the issuer’s competitive position within that industry;
• Credit ratings;
• Income potential; and
• Any other factors considered relevant.

9

For mutual funds and ETFs the analysis generally includes a revie...
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JFS WEALTH ADVISORS Portfolio Concentration

JFS WEALTH ADVISORS Location

1479 N. HERMITAGE RD.
HERMITAGE, Pennsylvania
UNITED STATES, 16148

JFS WEALTH ADVISORS Contact Information

Phone Number: 724-962-3200
Fax Number: 724-962-4611
Website:

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