Donald E. Yost

Some features on this profile are disabled

CRD#: 834195

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.

Donald Edwin Yost was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1977. Donald had worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 1, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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)

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®

None

Experience

Past

September 7, 2017 - September 14, 2020

JFS WEALTH ADVISORS, LLC

RIA

CRD#: 145051

Camp Hill, PA

Past

October 3, 2002 - September 5, 2017

CETERA ADVISORS LLC

RIA

CRD#: 10299

CAMP HILL, PA

Past

May 16, 2000 - September 5, 2017

CETERA ADVISORS LLC

CRD#: 10299

CAMP HILL, PA

Past

May 13, 1998 - May 22, 2000

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

July 31, 1991 - June 30, 2009

ANCHOR FINANCIAL GROUP

RIA

CRD#: 116347

CAMP HILL, PA

Past

November 24, 1987 - May 13, 1998

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

August 13, 1985 - December 1, 1987

MHA FINANCIAL CORP

CRD#: 7462

Past

April 13, 1982 - August 8, 1985

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

Past

February 26, 1982 - April 7, 1982

MARK SECURITIES, INC.

CRD#: 555

Past

March 3, 1977 - April 5, 1982

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

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.

Visual representation of state registrations

This advisor is not registered in any state.

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

Series 63

Date: 10/5/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/5/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/27/1995

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 2/14/1977

Registered Representative Examination

Principal/Supervisory Exam

Series 51

Date: 3/28/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/15/2000

General Securities Principal 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Donald E. Yost

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CETERA ADVISORS LLC

CETERA ADVISORS LLC

PRINCIPAL SECURITIES, INC.

ANCHOR FINANCIAL GROUP

OSAIC FS, INC.

MHA FINANCIAL CORP

1717 CAPITAL MANAGEMENT COMPANY

MARK SECURITIES, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

JFS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/5/1989

SIE

Date: 9/5/2017

Series 7

Date: 2/27/1995

Series 1

Date: 2/14/1977

Series 51

Date: 3/28/2003

Series 24

Date: 6/15/2000

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

Similar Advisors