Adam Richard Etzel
Investment adviser representative at Jfs Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$4.7BFirm assets
19 yearsFirm in business
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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, LLCApr 2022 to now
- PNC BankMar 2019 to Apr 2022
- Elon UniversitySep 2018 to Dec 2019
- LawnyJun 2018 to Aug 2018
- Elon University School of LawAug 2016 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7731684
- Firm CRD
- 145051