Unclaimed Profile

James Stephen Lee

JFS WEALTH ADVISORS, LLC·HERMITAGE, Pennsylvania

Series 7, Series 24, Series 63, Series 65Clean record30 years registeredJFS 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 · 30 years registered

Brand Profile

Not yet started

Career History

JFS WEALTH ADVISORS, LLC

Jan 2013 – present

H.L. ZEVE ASSOCIATES, INC.

Apr 1996 – Jan 2013

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 29, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JFS WEALTH ADVISORS, LLC

CRD 145051 · SEC 801-68333

AUM

$3.4B

Regulatory assets under management

Employees

6,043 client accounts

Services offered by JFS WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JFS WEALTH ADVISORS, LLC →

Introduction

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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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