Key facts
- Status: Acquired/Merged (Operating Subsidiary).
Leadership
- Manish UpadhyayChief Investment Officer & Partner
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- ·The full record, as it builds
Funding rounds
No funding rounds for JFS Wealth Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About JFS Wealth Advisors
Provider of wealth management services catering to high net-worth individuals, families and businesses. The company offers financial planning, investment management, retirement planning, tax planning and preparation, insurance review and risk assessment and estate and legacy planning, thereby helping its clients navigate the ups and downs free them to confidently focus on what matters most.
- Sector
- Financial Services
- HQ
- Hermitage, PA, United States
- Employees
- 99
- Website
- jfswa.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
JFS Wealth Advisors doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in JFS Wealth Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on JFS Wealth Advisors in its N-PORT filings yet. We sweep new filings monthly.