Experience

JFS Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Client Relationship Specialist

  • Oct 2015 - Present

  Founded in 1986 by Bob Jazwinski, JFS Wealth Advisors provides integrated financial planning and investment strategies for every stage of life. JFS Wealth Advisors offers fee-based wealth management, investment strategy and retirement planning to individuals, businesses, non-profit organizations and trusts. Our team of 60+ employees serves more than 2,000 clients in over 40 states, with assets under management approximating $2 billion. Founded in 1986 by Bob Jazwinski, JFS Wealth Advisors provides integrated financial planning and investment strategies for every stage of life. JFS Wealth Advisors offers fee-based wealth management, investment strategy and retirement planning to individuals, businesses, non-profit organizations and trusts. Our team of 60+ employees serves more than 2,000 clients in over 40 states, with assets under management approximating $2 billion.



Comprehensive Investment Solutions®, LLC

• Yardley, PA

• Operations

  • Mar 2015 - Oct 2015



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• Project Administrator

  • May 1998 - Feb 2015



Asplundh Tree Expert, LLC

• United States
• Environmental Services
• 700 & Above Employee

• Health Insurance/COBRA Administrator

  • Sep 1995 - May 1998