Caleb
Pepperday

Jfs Wealth Advisors, LLC

CRD#6997697
Investment Advisor
in Pittsburgh, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Caleb Pepperday is a certified financial planner operating out of Pittsburgh, Pennsylvania with a total of 1 year of relevant experience. Pepperday works at Jfs Wealth Advisors, LLC. Over the course of their career, they have held roles at The Hite Company, Pennsylvania Department Of Transportation, Juniata College, Voya Finanacial Advisors, Cetera Advisor Networks LLC and Jfs Wealth Advisors, LLC. Pepperday maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Jfs Wealth Advisors, LLC is a company based in Hermitage, PA. The investment advisory business has offices in nine locations and a total of 89 advisors. It handles $3 billion in assets under management among its 5,936 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 35 charitable organizations. Of its 5,936 accounts, 29% are held by high-net-worth individuals who have at least $1 million in investable assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management typically vary depending on the services provided. However, fee types charged by Jfs Wealth Advisors, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Six Ppg Place Suite 1250
Pittsburgh, PA 15222

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Jfs Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$2,983,684,561

PA Average: $15,833,994,310
Total Number of Employees

89

PA Average: 41
Total Number of Accounts

5,936

PA Average: 3,342
Average Account Size

$502,642

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Caleb Pepperday Work History

Caleb has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Jfs Wealth Advisors, LLC

2021 - 2022 (1 year)

Cetera Advisor Networks LLC

2018 - 2021 (3 years)

Voya Finanacial Advisors

2017 - 2017 (< 1 year)

Pennsylvania Department Of Transportation

2017 - 2018 (1 year)

Juniata College

2016 - 2016 (< 1 year)

Pennsylvania Department Of Transportation

2015 - 2015 (< 1 year)

Pennsylvania Department Of Transportation

2014 - 2014 (< 1 year)

The Hite Company

2014 - 2015 (1 year)

The Hite Company

2014 - 2018 (4 years)

Juniata College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Caleb Pepperday to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Jfs Wealth Advisors, LLC

Ronald Yost
Pittsburgh, PA
James Lee
Pittsburgh, PA
Aaron Dayton
Hermitage, PA
Manish Upadhyay
Doylestown, PA
Gregory Reif
Lancaster, PA
Barbara Glover
Doylestown, PA
Eric Hajduk
Hermitage, PA
Charles Zuzak
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started