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Investment Adviser Firm Summary

JFS WEALTH ADVISORS, LLC (CRD# 145051 / SEC# 801-68333)
Alternate Names: H.L. ZEVE ASSOCIATES A DIVISION OF JFS WEALTH ADVISORS , JFS WEALTH ADVISORS, LLC

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 10/02/2007

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Arizona 03/26/2014
California 10/02/2007
Connecticut 01/14/2013
Delaware 02/04/2008
District of Columbia 03/20/2015
Florida 10/02/2007
Georgia 03/28/2011
Illinois 01/31/2008
Maryland 01/30/2008
Massachusetts 03/02/2010
Minnesota 03/29/2016
Missouri 03/29/2016
New Hampshire 10/02/2007
New Jersey 02/06/2008
New Mexico 09/21/2017
New York 01/30/2008
North Carolina 01/30/2008
Ohio 10/02/2007
Oregon 09/21/2017
Pennsylvania 10/02/2007
South Carolina 01/30/2008
Tennessee 07/16/2015
Texas 10/02/2007
Virginia 01/30/2008
West Virginia 10/02/2007

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser