JFS Wealth Advisors Names Wilson Newest Partner
HERMITAGE, Pa. – JFS Wealth Advisors LLC, a registered investment adviser with offices across Pennsylvania, Florida and Georgia, this week announced the expansion of its leadership team by naming Thomas D. Wilson the firm’s newest partner.
Wilson, a certified financial planner, joined JFS in 2014 as senior lead advisor. With more than 20 years experience in the industry, he has a broad knowledge of domestic and global investments, portfolio development and asset allocation strategies.
Before joining JFS, Wilson worked for several nationally recognized financial planning firms, where he served in a variety of roles including vice president of investments.
“I’m grateful to my colleagues for this fantastic opportunity to be an integral part of JFS,” Wilson says. “The firm is well-positioned to take on any opportunities and challenges the coming years will bring.”
Wilson’s promotion is another step in the firm’s continued growth. In July, JFS completed its merger with Integer Wealth Advisors Group, expanding its footprint and capabilities in the Philadelphia region and Southeast. The merger added $310 million in assets under management to JFS, which now has 76 employees and more than $3 billion in assets under management.
“Tom’s leadership and attention to results make this a well-earned partnership, and we’re pleased to have him on board,” states Bob Jazwinski, president, founder, and managing partner of JFS. “Tom has proven time and again to be a dedicated and effective financial planner. He is laser-focused on serving our clients in supporting their life goals.”
Wilson is a graduate of Penn State University with a bachelor’s degree in internal business management. Outside of work, he serves as a board member for the Woodlands Foundation, a nonprofit committed to enriching lives of children and adults with disabilities or chronic illness.
Copyright 2024 The Business Journal, Youngstown, Ohio.