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Kevin Kristofer Renne

JFS WEALTH ADVISORS, LLC·HERMITAGE, Pennsylvania
SIE, Series 6, Series 7, Series 63, Series 66CFPClean record14 years registeredJFS WEALTH ADVISORS, LLC
1479 N. HERMITAGE RD., HERMITAGE, PA 16148CRD# 4933170Firm CRD# 145051

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Kristofer Renne · HERMITAGE, PA
Registration
CRD #4933170 · JFS WEALTH ADVISORS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

Aug 2017present
Feb 2012Aug 2017
PITTSBURGH, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · February 27, 2012
Years registered · 14
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JFS WEALTH ADVISORS, LLC
CRD 145051 · SEC 801-68333
AUM
$3.4B
Regulatory assets under management
Employees
84
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
Introduction

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05

Frequently Asked Questions

What services does Kevin Kristofer Renne offer?
Kevin Kristofer Renne specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HERMITAGE, Pennsylvania for a consultation.
What are Kevin Kristofer Renne's credentials?
Kevin Kristofer Renne holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kevin Kristofer Renne located?
Kevin Kristofer Renne 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 Kevin Kristofer Renne charge for services?
Kevin Kristofer Renne'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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