Kevin K. Renne

JFS WEALTH ADVISORS

PITTSBURGH, PA 15222

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CRD#: 4933170

Professional summary

Kevin Kristofer Renne, CFP®, who also goes by Kevin K Renne, Kevin Kristopher Renne, is a registered financial advisor currently at JFS WEALTH ADVISORS, LLC located in Pittsburgh, Pennsylvania.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Kevin has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin K Renne | Kevin Kristopher Renne

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 Kevin Kristofer Renne'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: 2015

Experience

Current

August 25, 2017 - Present

JFS WEALTH ADVISORS, LLC

Office #1: Six Ppg Place Suite 730, Pittsburgh, PA 15222

RIA

CRD#: 145051

PITTSBURGH, PA

Past

February 27, 2012 - August 9, 2017

THE HUNTINGTON INVESTMENT COMPANY

RIA

CRD#: 16986

PITTSBURGH, PA

Past

December 13, 2011 - August 9, 2017

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

PITTSBURGH, PA

Past

October 21, 2009 - November 28, 2011

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

HARRISBURG, PA

Past

November 27, 2007 - October 9, 2009

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

WESTMINSTER, MD

Past

June 8, 2005 - November 5, 2007

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

NEW CUBERLAND, PA

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
(8/25/2017)

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

IAR

Series 66

Date: 2/21/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/13/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/9/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/8/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/7/2005

Investment Company Products/Variable Contracts 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

Kevin K. Renne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Kristofer Renne's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

CUSO FINANCIAL SERVICES, L.P.

CETERA INVESTMENT SERVICES LLC

PNC WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

JFS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/21/2012

Series 63

Date: 6/13/2005

SIE

Date: 8/9/2017

Series 7

Date: 4/8/2008

Series 6

Date: 6/7/2005

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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