Tom Wilson

Role
Lead Advisor at Jfs Wealth Advisors
Location
Pittsburgh, PA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Tom Wilson

As a sixth grade student playing the “stock market game” my friends and I bet the…

Experience

  1. Lead Advisor

    Jfs Wealth Advisors

    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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Tom Wilson — Lead Advisor at Jfs Wealth Advisors in Pittsburgh, PA, US | Unifers