Unclaimed Profile

Thomas Nemesio Alvare

JFS WEALTH ADVISORS, LLC·HERMITAGE, Pennsylvania

Series 2, Series 65Clean record28 years registeredJFS WEALTH ADVISORS, LLC

1479 N. HERMITAGE RD., HERMITAGE, PA 16148CRD# 2218424Firm CRD# 145051

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Nemesio Alvare · HERMITAGE, PA

Registration

CRD #2218424 · JFS WEALTH ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JFS WEALTH ADVISORS, LLC

JFS WEALTH ADVISORS, LLC

Oct 2015 – Sep 2021

DOYLESTOWN, PA

COMPREHENSIVE INVESTMENT SOLUTIONS, LLC

Apr 2003 – Oct 2015

YARDLEY, PA

CPA INVESTMENT SOLUTIONS, LLC

Sep 2001 – Oct 2015

YARDLEY, PA

COMPREHENSIVE INVESTMENT SOLUTIONS INC

Mar 1998 – Apr 2003

YARDLEY, PA

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · March 18, 1998

Years registered · 28

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 Thomas Nemesio Alvare offer?

Thomas Nemesio Alvare specializes in Financial Planning, Investment Management, Wealth Management.

What are Thomas Nemesio Alvare's credentials?

Thomas Nemesio Alvare is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Nemesio Alvare located?

Thomas Nemesio Alvare is based in HERMITAGE, Pennsylvania, last registered with JFS WEALTH ADVISORS, LLC.

How does Thomas Nemesio Alvare charge for services?

Thomas Nemesio Alvare'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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