Unclaimed Profile

James Stephen Lee

JFS WEALTH ADVISORS, LLC·HERMITAGE, Pennsylvania

Clean recordJFS WEALTH ADVISORS, LLC

1479 N. HERMITAGE RD., HERMITAGE, PA 16148CRD# 2540585Firm CRD# 145051

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Stephen Lee · HERMITAGE, PA

Registration

CRD #2540585 · JFS WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Stephen Lee is a registered financial advisor based in HERMITAGE, Pennsylvania, affiliated with JFS WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

JFS WEALTH ADVISORS, LLC

AUM

$3.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at JFS WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: REVENUE SHARING ON ELIGIBLE CREDIT, CASH MANAGEMENT, & INSURANCE

Regulatory

SEC/IARD CRD# 2540585

Firm CRD# 145051

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Frequently Asked Questions

What services does James Stephen Lee offer?

James Stephen Lee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HERMITAGE, Pennsylvania for a consultation.

What are James Stephen Lee's credentials?

James Stephen Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Stephen Lee located?

James Stephen Lee is based in HERMITAGE, Pennsylvania, working with JFS WEALTH ADVISORS, LLC. Their office serves clients in the HERMITAGE metropolitan area and surrounding communities.

How does James Stephen Lee charge for services?

James Stephen Lee's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing on eligible credit, cash management, & insurance. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JFS WEALTH ADVISORS, LLC?

JFS WEALTH ADVISORS, LLC has approximately 84 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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