Tom Wilson
- Role
- Lead Advisor at Jfs Wealth Advisors
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Tom Wilson
As a sixth grade student playing the “stock market game” my friends and I bet the…
Experience
Lead Advisor
Sep 2014 — 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 clients in over 40 states, with assets under management approximating $2 billion.
Skills
- Financial Planning
- Mutual Funds
- Asset Management
- Wealth Management
- Finance
- Asset Allocation
- Investments
- Series 7
- Investment Strategies
- Equities
- Retirement Planning
- Alternative Investments
- Wealth
- Portfolio Management
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