Daniel Raymond Coursey
Investment Adviser Representative at JFS Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Raymond Coursey is an investment adviser representative with JFS Wealth Advisors, LLC in Pittsburgh, PA, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- JFS Wealth Advisors, LLCMar 2025 – no end date reportedPittsburgh, PA
- BNY MellonFeb 2023 – Oct 2024Pittsburgh, PA
- KFC LawncareMay 2017 – Dec 2022South Park, PA
- South Park High SchoolAug 2014 – Jun 2018South Park, PA
- Robert Morris UniversityAug 2019 – May 2022Moon Township, PA
- BNY MellonJun 2022 – Aug 2022Pittsburgh, PA
- Henderson BrothersJan 2022 – May 2022Pittsburgh, PA
- N/aOct 2024 – Mar 2025Bethel Park, PA
Official records & sources
Data as of August 11, 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
- 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
Client types the firm serves
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 profileOther advisors at JFS Wealth Advisors, LLC
Showing 12 of 32 in the directory
Similar advisors in Pittsburgh, PA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Raymond Coursey 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched