Thomas D. Wilson

JFS WEALTH ADVISORS

PITTSBURGH, PA 15222

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CRD#: 4420606

Professional summary

Thomas Daniel Wilson, CFP® is a registered financial advisor currently at JFS WEALTH ADVISORS, LLC located in Pittsburgh, Pennsylvania.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Thomas has worked at 6 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Daniel Wilson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

November 26, 2014 - Present

JFS WEALTH ADVISORS, LLC

Office #1: Six Ppg Place Suite 1250, Pittsburgh, PA 15222

RIA

CRD#: 145051

PITTSBURGH, PA

Past

June 2, 2010 - August 1, 2014

PROSPERA FINANCIAL SERVICES, INC.

CRD#: 10740

SAN FRANCISCO, CA

Past

November 12, 2009 - August 1, 2014

ASSEMBLY WEALTH

RIA

CRD#: 108834

WEST CHESTER, PA

Past

September 23, 2005 - November 3, 2009

FISHER INVESTMENTS

RIA

CRD#: 107342

WOODSIDE, CA

Past

October 11, 2001 - March 23, 2005

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

PHILADELPHIA, PA

Past

July 19, 2001 - August 30, 2001

EASTBROOK CAPITAL GROUP LLC

CRD#: 39781

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JFS WEALTH ADVISORS, LLC

H.L. ZEVE ASSOCIATES A DIVISION OF JFS WEALTH ADVISORS | JFS WEALTH ADVISORS, LLC

CRD#: 145051 / SEC#: 801-68333

RIA

Registered Investment Advisory firm - (10/2/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(11/26/2014)

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

State Security Law Exam

Series 63

Date: 3/29/2012

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/6/2005

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 6/1/2010

General Securities Representative Examination

Current Firm

JFS WEALTH ADVISORS, LLC

H.L. ZEVE ASSOCIATES A DIVISION OF JFS WEALTH ADVISORS | JFS WEALTH ADVISORS, LLC

CRD#: 145051 / SEC#: 801-68333

RIA

Registered Investment Advisory firm - (10/2/2007 Approved)

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Contact information

Main Address

1479 N. Hermitage Rd., Hermitage, PA 16148

Mailing Address

Phone number

(724) 962-3200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

08-01-2025 FORM ADV PART 2A (8/5/2025)

Regulatory assets under management

Total Number of Accounts	6,297
AUM (Assets Under Management)	$ 4,005,129,294

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/19/2025	Cover Page	Report
10/15/2024	Cover Page	Report
01/05/2024	Cover Page	Report
10/24/2022	Cover Page	Report

Red Flags

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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Firm Stability Insights

Thomas D. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Daniel Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROSPERA FINANCIAL SERVICES, INC.

ASSEMBLY WEALTH

FISHER INVESTMENTS

JANNEY MONTGOMERY SCOTT LLC

EASTBROOK CAPITAL GROUP LLC

Primary Firm SEC Registration

JFS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/29/2012

Series 65

Date: 9/6/2005

Series 7

Date: 6/1/2010

Current Firm

JFS WEALTH ADVISORS, LLC

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

JFS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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