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Louis Victor Colella

JFS WEALTH ADVISORS, LLC·HERMITAGE, Pennsylvania
Clean record10 years registeredJFS WEALTH ADVISORS, LLC
1479 N. HERMITAGE RD., HERMITAGE, PA 16148CRD# 6436075Firm CRD# 145051

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Louis Victor Colella · HERMITAGE, PA
Registration
CRD #6436075 · JFS WEALTH ADVISORS, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

JFS WEALTH ADVISORS, LLC
Sep 2015 – present
02

Registrations & Exams

Registration record
First registered · September 10, 2015
Years registered · 10
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
View all advisors at JFS WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Louis Victor Colella offer?
Louis Victor Colella specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HERMITAGE, Pennsylvania for a consultation.
What are Louis Victor Colella's credentials?
Louis Victor Colella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Louis Victor Colella located?
Louis Victor Colella 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 Louis Victor Colella charge for services?
Louis Victor Colella'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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Other Advisors at JFS WEALTH ADVISORS, LLC

Ryan Charles Barrett
HERMITAGE, PA
Ryan Christopher Tiesi
HERMITAGE, PA
Sarah Jazwinski Amey
HERMITAGE, PA
James Stephen Lee
HERMITAGE, PA
Kevin Kristofer Renne
HERMITAGE, PA
CFP
Manish Kirit Upadhyay
HERMITAGE, PA

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Stephanie Jean Rossi
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Research
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