Eric J. Hajduk
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Eric James Hajduk, CFP®, who also goes by Eric J Hajduk, was a registered financial professional .
Eric is a previously registered financial professional and started their career in finance in 2012. Eric had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 23, 2022 - November 14, 2023
JFS WEALTH ADVISORS, LLC
March 2, 2022 - October 18, 2022
CITIZENS SECURITIES, INC.
September 13, 2021 - October 18, 2022
CITIZENS SECURITIES, INC.
September 3, 2021 - November 30, 2021
CITIZENS SECURITIES, INC.
August 20, 2019 - October 18, 2022
CITIZENS PRIVATE WEALTH
July 31, 2018 - January 8, 2020
CITIZENS SECURITIES, INC.
July 31, 2018 - January 8, 2020
CITIZENS SECURITIES, INC.
March 18, 2013 - July 26, 2018
PNC WEALTH MANAGEMENT LLC
December 14, 2012 - July 26, 2018
PNC WEALTH MANAGEMENT LLC
Primary Firm SEC Registration
JFS WEALTH ADVISORS, LLC
CRD#: 145051 / SEC#: 801-68333
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
JFS WEALTH ADVISORS, LLC
CRD#: 145051 / SEC#: 801-68333
Contact information
SEC notice filing (30 States and Territories)
Documents
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 | ||
| 10/15/2024 | ||
| 01/05/2024 | ||
| 10/24/2022 |
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.
