James
Lee
Jfs Wealth Advisors, LLC
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About this Advisor
James Lee is a financial advisor based in Pittsburgh, Pennsylvania, working with Jfs Wealth Advisors, LLC. James has previously held a position at Jfs Wealth Advisors, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, James is part of Jfs Wealth Advisors, LLC, which operates out of Pittsburgh, Pennsylvania. The firm has 9 offices and 84 employees. The firm manages assets totaling $3.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Jfs Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Jfs Wealth Advisors, LLC Brokerage Details
$3,389,350,596
84
6,043
$560,872
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
James Lee Work History
Jfs Wealth Advisors, LLC
Jfs Wealth Advisors, LLC
Jfs Wealth Advisors, LLC
Disclosures
Please visit the SEC profile of James Lee 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
Hermitage, PA
Pittsburgh, PA
Doylestown, PA
Hermitage, PA
Hermitage, PA
Pittsburgh, PA
Lancaster, PA
Pittsburgh, PA
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