Thomas A Foglia
Investment adviser representative at Jfs Wealth Advisors, LLC
20 yearsExperience
1 stateRegistered in
PFSDesignation
$4.7BFirm assets
Are you Thomas A Foglia? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Jfs Wealth Advisors, LLCJul 2021 to now
- Integer Wealth Advisors Group, LLCFeb 2007 to Jun 2021
- Taf Associates, Llc/iwa Group, LLCJan 2006 to Jun 2021
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (PA).
Jfs Wealth Advisors, LLC
$4.7BAssets managed
2,340Clients
33Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2981800
- Firm CRD
- 145051