Ernie Irwin is a CFP-designated registered investment advisor at Jfs Wealth Advisors, LLC, based in Mechanicsburg, PA, with 8 years of industry experience. Ernie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,340 clients with $4.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.60% |
Fees are generally negotiable. Alternative schedules exist for Family Wealth Services and Investment Advisory Services.
Fee Estimator
Location
5053 Ritter Road, Suite 102, Mechanicsburg, PA, 17055
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Jfs Wealth Advisors, LLC
Previous Registrations
Wheatland Advisors INC
PNC Investments
PNC InvestmentsBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Jeffrey Goyette, CFPDakota Wealth, LLC
- Michael Ginder, CFPLifeguide Financial Advisors, LLC
- Shawn Greenland, CFP, ChFCLPL Financial LLC
- Charles Little, CFPWells Fargo Advisors
- Drew Demuth, CFAMighty Oak Strong America Investment Company
- Brennan Zizzi, CFPZizzi Investments