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Saverio Nicholas Paglioni

JFS Wealth Advisors, LLC

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About Saverio Nicholas Paglioni

Saverio Paglioni is a financial advisor with over 20 years of experience. Saverio currently works at JFS Wealth Advisors, LLC, where he is a registered investment advisor representative. Saverio previously worked at BT Alex. Brown Incorporated and Alex. Brown & Sons Incorporated. Saverio is licensed in Georgia and Pennsylvania and has a Series 7, 24, 63, and 65 licenses. Saverio specializes in providing financial planning, portfolio management, and credit, cash management, and insurance solutions.

Firm Information

Saverio Paglioni 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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Saverio Paglioni’s Registration & Firm History

GA

10/02/2024 - Present

JFS Wealth Advisors, LLC (Cartersville GA)

MD

09/01/1997 - 09/10/1998

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

NA

03/15/1994 - 09/01/1997

ALEX. BROWN & SONS INCORPORATED

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Licenses & Designations

IA

Issued 07/23/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/1996

Series 24 - General Securities Principal Examination

BC

Issued 03/14/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Saverio Nicholas Paglioni.
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