Robert Charles Jazwinski
CFP®Professional Summary
Robert Charles Jazwinski, CFP®, who also goes by Robert Jazwinski, is a registered financial advisor currently at JFS WEALTH ADVISORS, LLC located in Hermitage, Pennsylvania. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robert has worked at 2 firms and has passed the Series 63 and Series 2 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert Jazwinski
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AMERIPRISE FINANCIAL SERVICES, LLC
Videos & Posts
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AMERIPRISE FINANCIAL SERVICES, LLC
Contact Information
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AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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AMERIPRISE FINANCIAL SERVICES, LLC
Credentials
Years of Experience
39 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
H.L. ZEVE ASSOCIATES A DIVISION OF JFS WEALTH ADVISORS | JFS WEALTH ADVISORS, LLC
Contact Information
Main Address
1479 N. Hermitage Rd., Hermitage, PA 16148Phone Number
(724) 962-3200# of Employees
89SEC notice filing (31 States and Territories)
Registered to provide investment advisory services in 31 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
6,981AUM (Assets Under Management)
$4,729,065,800Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/17/2026 | Cover Page | Report |
| 06/19/2025 | Cover Page | Report |
| 10/15/2024 | Cover Page | Report |
| 01/05/2024 | Cover Page | Report |
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AMERIPRISE FINANCIAL SERVICES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
H.L. ZEVE ASSOCIATES A DIVISION OF JFS WEALTH ADVISORS | JFS WEALTH ADVISORS, LLC
State Registrations and Notice Filings
(1/3/2008)
(10/12/2007)
(10/12/2007)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed May 1987Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Robert Charles Jazwinski's CRS (Customer Relationship Summary).
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AMERIPRISE FINANCIAL SERVICES, LLC