Hannah Geyer Roth
Investment adviser representative at Jfs Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.7BFirm assets
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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
10 years in the industry.
- Jfs Wealth Advisors, LLCJan 2025 to now
- HomemakerOct 2023 to Jan 2025
- Dimensional Fund AdvisorsAug 2019 to Sep 2023
- University of IowaAug 2017 to Jun 2019
- Hills Bank and Trust CompanyJul 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7174306
- Firm CRD
- 145051