Bob Jazwinski
Fondateur chez JFS Wealth Advisors LLC
Profil
Mr. Robert C.
Jazwinski is a Partner, President & Wealth Advisor at JFS Wealth Advisors LLC, an Advisor at Alpha Capital Partners Ltd.
and an Advisor at F.N.B Capital Corp.
LLC.
He is on the Board of Directors at Penn-Northwest Development Corp.
and Westminster College (Pennsylvania).
He founded JFS Wealth at 1986.
He has over 40 year's experience helping clients achieve their financial goals through integrated financial planning and portfolio management services.
He leads a team of dedicated advisors who create value for individuals, families and institutions through transparency in service and a disciplined approach.
He has a long history of community involvement and leadership.
Mr. Jazwinski was previously employed as an Advisor by Lockwood Advisors, Inc., a Principal by TD Ameritrade, Inc., and an Advisor by The Charles Schwab Corp.
He also served on the board at National Advisors Trust Co. and Sharon Regional Health System, Inc. He formerly served on various boards.
He holds a Bachelor’s Degree from Westminster College and a Master’s Degree in Business Administration from Youngstown State University.
A Certified Public Accountant, he received the Personal Financial Specialist designation with high honors from the AICPA, and is a Certified Financial Planner professional.
Also, he currently serves as Trustee and Investment Committee Chair for Westminster College; Director Emeritus and Chairman of the Investment Committee for the Community Foundation of Western PA & Eastern OH; Trustee and Treasurer of the F.H.
Buhl Farm Trust; Founder and Director Emeritus of Penn-Northwest Development Corp.; and Founder, Director and President of the Community Hope Investment Partnership.
Postes actifs de Bob Jazwinski
| Sociétés | Poste | Début |
|---|---|---|
JFS Wealth Advisors LLC
 JFS Wealth Advisors LLC Investment ManagersFinance JFS Wealth Advisors LLC (JFS) is a SEC-registered investment advisor headquartered in Hermitage, Pennsylvania. The firm was founded by Bob Jazwinski in 1986 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JFS provides advisory services to individuals, high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and foundations, businesses, and municipal government entities. | Fondateur | 01/01/1986 |
Alpha Capital Partners Ltd.
 Alpha Capital Partners Ltd. Investment ManagersFinance Alpha Capital Partners Ltd (Alpha Capital) is a private equity firm founded in 1984 by Andrew H Kalnow. The firm is headquartered in Chicago, Illinois. | Private Equity Investor | - |
| Westminster College (Pennsylvania) | Directeur/Membre du Conseil | - |
F.N.B Capital Corp. LLC
 F.N.B Capital Corp. LLC Investment ManagersFinance Founded in 2005, F.N.B. Capital Corp. LLC is a private equity firm located in Wexford, Pennsylvania. The firm is a subsidiary of F.N.B. Corp. (NYSE: FNB). | Corporate Officer/Principal | 09/12/2010 |
Penn-Northwest Development Corp.
 Penn-Northwest Development Corp. Miscellaneous Commercial ServicesCommercial Services Penn-Northwest Development Corp. operates as a non-profit, economic development corporation. It provides assistance, training, advice, and guidance to agencies and organizations in Mercer County. The company was founded in 1985 and is headquartered in Sharon, PA. | Directeur/Membre du Conseil | - |
Anciens postes connus de Bob Jazwinski
| Sociétés | Poste | Fin |
|---|---|---|
National Advisors Trust Co.
 National Advisors Trust Co. Major BanksFinance National Advisors Trust Co. operates as a nationally chartered commercial bank. The private company is based in Kansas City, MO and has subsidiaries in the United States. James A. Combs has been the CEO of the company since 2013. | Corporate Officer/Principal | - |
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Corporate Officer/Principal | - |
BNY Mellon Advisors, Inc.
 BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program. | Corporate Officer/Principal | - |
| CHARLES SCHWAB | Corporate Officer/Principal | - |
| ░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░ | ░░░░░░░░░░░░░░░░ ░░ ░░░░░░░ | - |
Formation de Bob Jazwinski
| Westminster College (Pennsylvania) | Undergraduate Degree |
| Youngstown State University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| CHARLES SCHWAB | Finance |
| Entreprise privées | 8 |
|---|---|
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Finance |
BNY Mellon Advisors, Inc.
BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program. | Finance |
Alpha Capital Partners Ltd.
Alpha Capital Partners Ltd. Investment ManagersFinance Alpha Capital Partners Ltd (Alpha Capital) is a private equity firm founded in 1984 by Andrew H Kalnow. The firm is headquartered in Chicago, Illinois. | Finance |
JFS Wealth Advisors LLC
JFS Wealth Advisors LLC Investment ManagersFinance JFS Wealth Advisors LLC (JFS) is a SEC-registered investment advisor headquartered in Hermitage, Pennsylvania. The firm was founded by Bob Jazwinski in 1986 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JFS provides advisory services to individuals, high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and foundations, businesses, and municipal government entities. | Finance |
Sharon Regional Health System, Inc.
 Sharon Regional Health System, Inc. Hospital/Nursing ManagementHealth Services Sharon Pennsylvania Hospital Co. LLC provides medical, health, and community services. It offers specialized services such as emergency heart attack and stroke treatment, cancer care, orthopedics and sports medicine, minimally invasive surgery, emergency care, a women's center, and a breast care center. The company was founded by Elisha Griswold, Charles Hoyt, Joseph H. Reed, Salem Heilman, William Wallis, John C. Owsley, Joseph Forker, Earl A. Wheeler, John Bert, and Luther A. Burrell on May 8, 1893 and is headquartered in Sharon, PA. | Health Services |
F.N.B Capital Corp. LLC
F.N.B Capital Corp. LLC Investment ManagersFinance Founded in 2005, F.N.B. Capital Corp. LLC is a private equity firm located in Wexford, Pennsylvania. The firm is a subsidiary of F.N.B. Corp. (NYSE: FNB). | Finance |
National Advisors Trust Co.
National Advisors Trust Co. Major BanksFinance National Advisors Trust Co. operates as a nationally chartered commercial bank. The private company is based in Kansas City, MO and has subsidiaries in the United States. James A. Combs has been the CEO of the company since 2013. | Finance |
Penn-Northwest Development Corp.
Penn-Northwest Development Corp. Miscellaneous Commercial ServicesCommercial Services Penn-Northwest Development Corp. operates as a non-profit, economic development corporation. It provides assistance, training, advice, and guidance to agencies and organizations in Mercer County. The company was founded in 1985 and is headquartered in Sharon, PA. | Commercial Services |
