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Thomas Daniel Wilson

JFS WEALTH ADVISORS, LLC·HERMITAGE, Pennsylvania
Clean recordJFS WEALTH ADVISORS, LLC
1479 N. HERMITAGE RD., HERMITAGE, PA 16148CRD# 4420606Firm CRD# 145051

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Daniel Wilson · HERMITAGE, PA
Registration
CRD #4420606 · JFS WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Daniel Wilson 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
Introduction

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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# 4420606
Firm CRD# 145051
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Daniel Wilson offer?
Thomas Daniel Wilson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HERMITAGE, Pennsylvania for a consultation.
What are Thomas Daniel Wilson's credentials?
Thomas Daniel Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Daniel Wilson located?
Thomas Daniel Wilson 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 Thomas Daniel Wilson charge for services?
Thomas Daniel Wilson'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
Thomas A Foglia
HERMITAGE, PA
Amanda Lynn Marcello
HERMITAGE, PA
August Nicholas Santillo
HERMITAGE, PA
Gregory Harrison Reif
HERMITAGE, PA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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