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EH

Eric J. Hajduk

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CRD#: 6115501
EH

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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eric J Hajduk

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)


The CRS(Customer Relationship Summary) document is not provided.

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®

Experience


Past

November 23, 2022 - November 14, 2023

JFS WEALTH ADVISORS, LLC

RIA
CRD#: 145051
Hermitage, PA
Past

March 2, 2022 - October 18, 2022

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
PITTSBURGH, PA
Past

September 13, 2021 - October 18, 2022

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
PITTSBURGH, PA
Past

September 3, 2021 - November 30, 2021

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
PITTSBURGH, PA
Past

August 20, 2019 - October 18, 2022

CITIZENS PRIVATE WEALTH

RIA
CRD#: 106743
PITTSBURGH, PA
Past

July 31, 2018 - January 8, 2020

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
PITTSBURGH, PA
Past

July 31, 2018 - January 8, 2020

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
PITTSBURGH, PA
Past

March 18, 2013 - July 26, 2018

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
CRANBERRY, PA
Past

December 14, 2012 - July 26, 2018

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
CRANBERRY, 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".
JW
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/15/2013
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


JW
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
86

SEC notice filing (30 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts6,297
AUM (Assets Under Management)$ 4,005,129,294

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
06/19/2025
Cover Page
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.

Company Information


JFS WEALTH ADVISORS, LLC

CRD#: 145051

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