Gregory H. Reif

JFS WEALTH ADVISORS

Lancaster, PA 17605

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CRD#: 5640058

Professional summary

Gregory Harrison Reif, CFP® is a registered financial advisor currently at JFS WEALTH ADVISORS, LLC located in Lancaster, Pennsylvania.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Gregory has worked at 4 firms and has passed the Series 65 exam.

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 Gregory Harrison Reif'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

Experience

Current

February 2, 2021 - Present

JFS WEALTH ADVISORS, LLC

Office #1: 1853 William Penn Way, Lancaster, PA 17605

RIA

CRD#: 145051

Lancaster, PA

Past

June 27, 2018 - December 15, 2020

COMPASS ION ADVISORS, LLC

RIA

CRD#: 166418

CONSHOHOCKEN, PA

Past

June 5, 2012 - April 9, 2014

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

NORTH WALES, PA

Past

February 12, 2009 - May 31, 2012

SAGE FINANCIAL GROUP INC.

RIA

CRD#: 116574

WEST CONSHOHOCKEN, 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

New Jersey
(2/16/2021)

IAR

Pennsylvania
(2/2/2021)

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 65

Date: 10/24/2008

Uniform Investment Adviser Law 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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Gregory H. Reif

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Harrison Reif's CRS (Customer Relationship Summary).

Certified licenses

Experience

JFS WEALTH ADVISORS, LLC

COMPASS ION ADVISORS, LLC

UNITED CAPITAL FINANCIAL ADVISORS

SAGE FINANCIAL GROUP INC.

Primary Firm SEC Registration

JFS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/24/2008

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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