Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Foglia is a financial advisor with JFS Wealth Advisors, LLC. Thomas has been in the financial services industry since 1997 and is registered with the state of Pennsylvania. Thomas has experience providing financial planning, portfolio management and pension consulting services to a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit sharing plans.
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
07/16/2021 - Present
JFS Wealth Advisors, LLC (Blue Bell PA)
BC
Issued 04/30/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/04/1997
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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