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Amanda Lynn Marcello

Investment Adviser Representative at JFS Wealth Advisors, LLC

Hermitage, PACRD #4529820Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Amanda Lynn Marcello is an investment adviser representative with JFS Wealth Advisors, LLC in Hermitage, PA, where they have been registered since 2007. They have worked in the securities industry since 2006. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Ohio and Pennsylvania.

Office

1479 N. Hermitage Rd.
Hermitage, PA 16148

Advisors at this office: 10

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio, Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/19/2006

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

JFS Wealth Advisors, LLCCurrent
10/12/2007 – Hermitage, PA
JFS Wealth Advisors, LLC
12/20/2006 – 10/31/2007Hermitage, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. JFS Wealth Advisors, LLC
    Jan 2010 – Jul 2022Hermitage, PA
  2. JFS Wealth Advisors, LLC
    Jul 2022 – no end date reportedHermitage, PA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About JFS Wealth Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Firm's annual rate schedule by assets
  • WM: First $1,000,0001.00%
  • WM: Next $1,000,0000.90%
  • WM: Next $1,000,0000.80%
  • WM: Next $1,000,0000.70%

+6 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
32
Offices listed on AdvisorFinder:
10
Main office:
Hermitage, PA
SEC file number:
801-68333

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 27, 2026

View full firm profile

Other advisors at JFS Wealth Advisors, LLC

Showing 12 of 32 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Amanda Lynn Marcello has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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