← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（10/25/2024）
JFS WEALTH ADVISORS, LLC · 所有者与执行高管（CRD 145051）
机构事实页：JFS WEALTH ADVISORS, LLC 事实页 → | 官方原文：IAPD firm-summary/145051
Schedule A · 直接所有者（18 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| JAZWINSKI, ROBERT, CHARLES | 个人 | PRESIDENT, MANAGING MEMBER | 是 | NA |
| BLAIRE, LAURA, JEAN | 个人 | VICE PRESIDENT, CHIEF OPERATING OFFICER | 是 | NA |
| FOCUS OPERATING, LLC | 境内实体 | MEMBER | 是 | E |
| LEE, JAMES, STEPHEN | 个人 | VICE PRESIDENT | 是 | NA |
| COLELLA, LOUIS, VICTOR | 个人 | VICE PRESIDENT | 是 | NA |
| TIESI, RYAN, CHRISTOPHER | 个人 | SECRETARY, CHIEF FINANCIAL OFFICER | 是 | NA |
| AMEY, SARAH, JAZWINSKI | 个人 | VICE PRESIDENT | 是 | NA |
| BARRETT, RYAN, CHARLES | 个人 | VICE PRESIDENT | 是 | NA |
| WILSON, THOMAS, DANIEL | 个人 | VICE PRESIDENT | 是 | NA |
| PAGLIONI, SAVERIO, NICHOLAS | 个人 | VICE PRESIDENT | 是 | NA |
| FOGLIA, THOMAS, A | 个人 | VICE PRESIDENT | 是 | NA |
| YOST, RONALD, WILLIAM | 个人 | VICE PRESIDENT | 是 | NA |
| MARCELLO, AMANDA, LYNN | 个人 | VICE PRESIDENT | 是 | NA |
| SANTILLO, AUGUST, NICHOLAS | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| UPADHYAY, MANISH, KIRIT | 个人 | VICE PRESIDENT, CHIEF INVESTMENT OFFICER | 是 | NA |
| DAYTON, AARON, KENNEDY | 个人 | VICE PRESIDENT | 是 | NA |
| RENNE, KEVIN, KRISTOFER | 个人 | VICE PRESIDENT | 是 | NA |
| Reif, Gregory, Harrison | 个人 | VICE PRESIDENT | 是 | NA |
Schedule B · 执行高管（10 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| FOCUS FINANCIAL PARTNERS, LLC | MEMBER | 是 |
| FOCUS FINANCIAL PARTNERS INC. | MEMBER | 是 |
| FERDINAND FFP ACQUISITION LLC | SHAREHOLDER, CLASS A COMMON STOCK | 是 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | SHAREHOLDER, CLASS B COMMON STOCK | 是 |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | MEMBER | 是 |
| CD&R FERDINAND CO-INVESTOR, L.P. | PARTNER | 是 |
| FERDINAND FFP PARENT, INC. | MEMBER | 是 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | SHAREHOLDER | 是 |
| CD&R FERDINAND HOLDINGS, L.P. | PARTNER | 是 |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | PARTNER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
