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James Stephen Lee

JFS Wealth Advisors, LLC

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About James Stephen Lee

James Stephen Lee is an investment advisor representative with JFS Wealth Advisors, LLC based in Pittsburgh, Pennsylvania. James has been in the industry since 1994 and holds Series 7, Series 24 and Series 63 licenses. JFS Wealth Advisors, LLC, is a financial firm that provides wealth management services to individuals, businesses, and institutions. James and JFS Wealth Advisors specialize in financial planning, portfolio management, and pension consulting.

Firm Information

James Lee 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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James Lee’s Registration & Firm History

PA

01/14/2013 - Present

JFS Wealth Advisors, LLC (PITTSBURGH PA)

PA

10/06/1994 - 08/19/2002

H.L. ZEVE ASSOCIATES, INC. (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 01/20/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/30/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/05/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Stephen Lee.
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