Hannah G. Roth
Professional summary
Hannah Geyer Roth, who also goes by Hannah Magdalena Geyer, Hannah Magdalena Roth, is a registered financial advisor currently at JFS WEALTH ADVISORS, LLC located in Pittsburgh, Pennsylvania.
Hannah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Hannah has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Hannah Geyer Roth's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 24, 2025 - Present
JFS WEALTH ADVISORS, LLC
Office #1: Six Ppg Place Suite 730, Pittsburgh, PA 15222January 7, 2020 - August 21, 2023
DIMENSIONAL FUND ADVISORS LP
October 9, 2019 - August 21, 2023
DFA SECURITIES 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.
Highlighted states indicate IAR registrations
(1/24/2025)
Exams
Series 7TO
Date: 10/9/2019
General Securities Representative ExaminationCurrent 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 |
Red Flags
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