Joseph
Salmen

Jfs Wealth Advisors, LLC

CRD#7285098
Investment Advisor
in Hermitage, PA

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About this Advisor

Joseph Salmen is a financial advisor based in Hermitage, Pennsylvania, working with Jfs Wealth Advisors, LLC. Joseph has previously held positions at Jfs Wealth Advisors, LLC, Hickory High School, Union Area Middle/High School, Medure's Catering, and Union Township Athletic Association. Joseph is registered to provide services in Pennsylvania. Currently, Joseph is part of Jfs Wealth Advisors, LLC, which operates out of Hermitage, 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

CERTIFIED FINANCIAL PLANNER™

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

1479 N. Hermitage Rd.
Hermitage, PA 16148

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Jfs Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$3,389,350,596

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

84

PA Average: 41
Total Number of Accounts

6,043

PA Average: 3,342
Average Account Size

$560,872

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

Joseph Salmen Work History

2023 - Present (1 year)

Jfs Wealth Advisors, LLC

2018 - Present (6 years)

Hickory High School

2020 - 2023 (3 years)

Jfs Wealth Advisors, LLC

2019 - 2020 (1 year)

Jfs Wealth Advisors, LLC

2018 - 2019 (1 year)

Jfs Wealth Advisors, LLC

2017 - 2018 (1 year)

Jfs Wealth Advisors, LLC

2015 - 2018 (3 years)

Union Area Middle/High School

2013 - 2017 (4 years)

Medure'S Catering

2011 - 2016 (5 years)

Union Township Athletic Association

Disclosures

Please visit the SEC profile of Joseph Salmen 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

Louis Colella
Hermitage, PA
James Lee
Pittsburgh, PA
Constance Amstutz
Hermitage, PA
Ronald Yost
Pittsburgh, PA
John Sciarrone
Doylestown, PA
Sarah Amey
Pittsburgh, PA
Ashley Cline
Hermitage, PA
Gregory Reif
Lancaster, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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