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Ernie Irwin is a financial advisor currently registered with JFS Wealth Advisors, LLC in Camp Hill, PA. Ernie has over 9 years of experience in the financial services industry. Ernie holds a Series 7 and Series 66 license and is a Certified Financial Planner. Prior to joining JFS Wealth Advisors, LLC, Ernie was employed by PNC Investments and Wheatland Advisors, Inc. Ernie has worked with a wide range of clients including high-net-worth individuals, charitable organizations, corporations, and pension plans. Ernie's areas of expertise include financial planning, portfolio management, and credit, cash management, and insurance solutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit, cash management, & insurance solutions
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Revenue sharing on eligible credit, cash management, & insurance
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2
PA
01/25/2023 - Present
JFS Wealth Advisors, LLC (Camp Hill PA)
PA
07/30/2013 - 06/19/2017
PNC INVESTMENTS (CAMP HILL PA)
BOTH
Issued 09/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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