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Adam Richard Etzel

JFS Wealth Advisors, LLC

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About Adam Richard Etzel

Adam Etzel is a registered Investment Advisor Representative with JFS Wealth Advisors, LLC. Adam holds a Series 65 license and is licensed in Pennsylvania. Adam has been in the financial services industry since 2019. Adam's background includes experience with PNC Bank, Elon University, LAWNY, Elon University School of Law, and Robert Morris University. Adam is licensed to provide investment advisory services to individuals, high net worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and other investment advisors.

Firm Information

Adam Etzel is currently registered with JFS Wealth Advisors, LLC. JFS Wealth Advisors, LLC is a registered investment advisor with offices in Hermitage, Pennsylvania. The firm provides financial planning, portfolio management, and other services to individuals, businesses, high-net-worth clients, charitable organizations, pension and profit-sharing plans, state and municipal government entities, and corporations. The firm manages over $3.39 billion in assets.
JFS Wealth Advisors, LLC

1479 N. HERMITAGE RD.

HERMITAGE, PA 16148

$3.39B

Assets Under Management

29

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit, cash management, & insurance solutions

Credit, cash management, & insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing on eligible credit, cash management, & insurance

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Adam Etzel’s Registration & Firm History

PA

04/25/2023 - Present

JFS Wealth Advisors, LLC (Camp Hill PA)

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Licenses & Designations

IA

Issued 04/17/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Richard Etzel.
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