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© All Rights Reserved. ApplyBlast.com
JFS Wealth Advisors
The Portfolio Management Specialist provides operational support to the trading team, Investment Committee, and Chief Investment Officer at JFS Wealth Advisors. This role involves maintaining client accounts, executing and reconciling trades across multiple custodians, and supporting investment services and asset management teams. The position requires collaboration with internal teams to ensure efficient workflows and resolve operational issues.
JFS Wealth Advisors is a national wealth manager for individuals, families, & businesses, providing financial planning, tax & investments.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for JFS Wealth Advisors.