AdvisorOS Directory
Claim Profile
MU

Manish Kirit Upadhyay

JFS WEALTH ADVISORS, LLC·HERMITAGE, Pennsylvania
Unclaimed Profile
1479 N. HERMITAGE RD., HERMITAGE, PA 16148CRD# 4369752Firm CRD# 145051
01

About

Manish Kirit Upadhyay 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JFS WEALTH ADVISORS, LLC
JFS WEALTH ADVISORS, LLC
AUM
$3.4B
Regulatory assets under management
Employees
84
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING ON ELIGIBLE CREDIT, CASH MANAGEMENT, & INSURANCE
Regulatory
SEC/IARD CRD# 4369752
Firm CRD# 145051
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HERMITAGE?

Browse all registered financial advisors in HERMITAGE, Pennsylvania or claim this profile if it's yours.

Browse HERMITAGE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Manish Kirit Upadhyay offer?
Manish Kirit Upadhyay specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HERMITAGE, Pennsylvania for a consultation.
What are Manish Kirit Upadhyay's credentials?
Manish Kirit Upadhyay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Manish Kirit Upadhyay located?
Manish Kirit Upadhyay 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 Manish Kirit Upadhyay charge for services?
Manish Kirit Upadhyay'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HERMITAGE
Laura Jean Blaire — JFS WEALTH ADVISORS, LLCJanet Jayne Earle — JFS WEALTH ADVISORS, LLCJames Stephen Lee — JFS WEALTH ADVISORS, LLCThomas Docherty Paulus — JFS WEALTH ADVISORS, LLCRobert Charles Jazwinski — JFS WEALTH ADVISORS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile