Ernie S. Irwin

JFS WEALTH ADVISORS

Mechanicsburg, PA 17055

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CRD#: 6217832

Professional summary

Ernie Seaton Irwin, CFP®, who also goes by Ernie Irwin, is a registered financial advisor currently at JFS WEALTH ADVISORS, LLC located in Mechanicsburg, Pennsylvania.

Ernie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Ernie has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ernie Irwin

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 Ernie Seaton Irwin'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

January 25, 2023 - Present

JFS WEALTH ADVISORS, LLC

Office #1: 5053 Ritter Road Suite 102, Mechanicsburg, PA 17055

RIA

CRD#: 145051

Mechanicsburg, PA

Past

September 24, 2019 - August 17, 2020

WHEATLAND ADVISORS INC

RIA

CRD#: 105026

LANCASTER, PA

Past

September 10, 2013 - June 19, 2017

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

CAMP HILL, PA

Past

July 30, 2013 - June 19, 2017

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

CAMP HILL, 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
(1/25/2023)

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: 9/10/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/19/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/30/2013

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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Ernie S. Irwin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ernie Seaton Irwin's CRS (Customer Relationship Summary).

Certified licenses

Experience

WHEATLAND ADVISORS INC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

JFS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/10/2013

SIE

Date: 6/19/2017

Series 7

Date: 7/30/2013

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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