Gregory
Reif
Jfs Wealth Advisors, LLC
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About this Advisor
Gregory Reif is a certified financial planner working in Lancaster, Pennsylvania with a total of 2 years of industry experience. Reif is an advisor for Jfs Wealth Advisors, LLC. Reif has gained experience at United Capital Financial Advisers, LLC, Compass Ion Advisors, LLC, Lankenau Medical Center Foundation and Jfs Wealth Advisors, LLC. Reif has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in New Jersey and Pennsylvania. Jfs Wealth Advisors, LLC is an advisory company that has its headquarters in Hermitage, PA. The firm has offices in nine locations and a total of 89 financial advisors. It has $3 billion in assets under management among its 5,936 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to 35 charitable organizations. Of its 5,936 client accounts, 29% belong to high-net-worth individuals who have greater than $1 million in investable assets. Jfs Wealth Advisors, LLC has 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. A financial advisor's fees typically are based on which services the firm provides the client. Fees charged by Jfs Wealth Advisors, LLC can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jfs Wealth Advisors, LLC Brokerage Details
$2,983,684,561
89
5,936
$502,642
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
Gregory Reif Work History
Gregory has been registered as a financial advisor for 2 years.*
Jfs Wealth Advisors, LLC
Compass Ion Advisors, LLC
Lankenau Medical Center Foundation
United Capital Financial Advisers, LLC
*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 Gregory Reif 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
Pittsburgh, PA
Pittsburgh, PA
Lancaster, PA
Doylestown, PA
Doylestown, PA
Hermitage, PA
Hermitage, PA
Hermitage, 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.
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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.