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Saverio Nicholas Paglioni

JFS WEALTH ADVISORS, LLC·HERMITAGE, Pennsylvania
Series 7, Series 24, Series 63, Series 65Clean record27 years registeredJFS WEALTH ADVISORS, LLC
1479 N. HERMITAGE RD., HERMITAGE, PA 16148CRD# 2437935Firm CRD# 145051

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Saverio Nicholas Paglioni · HERMITAGE, PA
Registration
CRD #2437935 · JFS WEALTH ADVISORS, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

JFS WEALTH ADVISORS, LLC
Aug 2021 – present
INTEGER WEALTH ADVISORS GROUP, LLC
Aug 2010 – Jul 2021
KENNESAW, GA
DELOITTE & TOUCHE INVESTMENT ADVISORS LLC
Jan 1999 – Nov 2005
ATLANTA, GA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · January 1, 1999
Years registered · 27
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 →
Introduction

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05

Frequently Asked Questions

What services does Saverio Nicholas Paglioni offer?
Saverio Nicholas Paglioni specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HERMITAGE, Pennsylvania for a consultation.
What are Saverio Nicholas Paglioni's credentials?
Saverio Nicholas Paglioni is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Saverio Nicholas Paglioni located?
Saverio Nicholas Paglioni 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 Saverio Nicholas Paglioni charge for services?
Saverio Nicholas Paglioni'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

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HERMITAGE, PA
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HERMITAGE, PA
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HERMITAGE, PA
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HERMITAGE, PA
Kevin Kristofer Renne
HERMITAGE, PA
CFP
Louis Victor Colella
HERMITAGE, PA

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Research
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