Sean
Gibbon

Jfs Wealth Advisors, LLC

CRD#6840609
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Sean Gibbon is a financial advisor based in Pittsburgh, Pennsylvania, working with Jfs Wealth Advisors, LLC. Sean has previously held positions at Jfs Wealth Advisors, LLC, Jfs Wealth Advisor, LLC, YMCA Of Indiana County, and Westminster College. Sean has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Sean 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

Series 65, 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

Six Ppg Place Suite 1250
Pittsburgh, PA 15222

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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

Sean Gibbon Work History

2023 - Present (1 year)

Jfs Wealth Advisors, LLC

2020 - 2023 (3 years)

Jfs Wealth Advisors, LLC

2017 - 2020 (3 years)

Jfs Wealth Advisors, LLC

2016 - 2017 (1 year)

Jfs Wealth Advisors, LLC

2015 - 2016 (1 year)

Jfs Wealth Advisor, LLC

2012 - 2016 (4 years)

Westminster College

2011 - 2015 (4 years)

Ymca Of Indiana County

Disclosures

Please visit the SEC profile of Sean Gibbon 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
Gregory Reif
Lancaster, PA
John Sciarrone
Doylestown, PA
Constance Amstutz
Hermitage, PA
Sarah Amey
Pittsburgh, PA
Ashley Cline
Hermitage, PA
Ronald Yost
Pittsburgh, PA
James Lee
Pittsburgh, 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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