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Sarah Jazwinski Amey

JFS Wealth Advisors, LLC

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About Sarah Jazwinski Amey

Sarah Jazwinski Amey is a financial advisor with over 19 years of experience in the financial services industry. She is registered with the state of Pennsylvania and holds the Series 7 and Series 66 licenses. Sarah has a designation as a Certified Financial Planner. She is currently affiliated with JFS Wealth Advisors, LLC. Sarah is known for her expertise in financial planning, pension consulting, and portfolio management.

Firm Information

Sarah Amey 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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Sarah Amey’s Registration & Firm History

PA

08/10/2011 - Present

JFS Wealth Advisors, LLC (PITTSBURGH PA)

NY

07/01/2005 - 07/19/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 07/14/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Jazwinski Amey.
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