Stefan
Szygiel

Jfs Wealth Advisors, LLC

CRD#6902799
Investment Advisor
in Doylestown, PA

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About this Advisor

Stefan Szygiel is a certified financial planner who works in Doylestown, Pennsylvania with a total of 1 year of industry experience. Szygiel is an advisor for Jfs Wealth Advisors, LLC. During their career, the advisor has held roles at Girard Investment Services, LLC F/K/A Univest Investments, Inc, West Chester United Soccer Club, Central Bucks School District, Iq Sports Academy LLC, Girard Advisory Services, LLC F/K/A Girard Partners, LTD and Jfs Wealth Advisors, LLC. Szygiel maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey and Pennsylvania. Jfs Wealth Advisors, LLC is a financial advisory company that has its headquarters in Hermitage, PA. It has offices in nine locations and a total of 89 employees. It handles $3 billion in total assets between its 5,936 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 35 charities and foundations. Of its 5,936 customer accounts, 29% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a number of services, such as 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. Financial management fee schedules usually depend on which services the firm provides the client. However, fees billed 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

2005 S. Easton Road Suite 200
Doylestown, PA 18901

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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

Stefan Szygiel Work History

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

2022 - Present (2 years)

Jfs Wealth Advisors, LLC

2018 - 2022 (4 years)

Girard Advisory Services, LLC F/K/A Girard Partners, LTD

2017 - 2022 (5 years)

Girard Investment Services, LLC F/K/A Univest Investments, Inc

2015 - 2017 (2 years)

West Chester United Soccer Club

2013 - 2022 (9 years)

Central Bucks School District

2008 - 2017 (9 years)

Iq Sports Academy 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 Stefan Szygiel 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
Charles Zuzak
Pittsburgh, PA
Aaron Dayton
Hermitage, PA
Gregory Reif
Lancaster, PA
Manish Upadhyay
Doylestown, PA
Eric Hajduk
Hermitage, PA
Barbara Glover
Doylestown, 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.

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