0001568068-17-000002.txt : 20170424 0001568068-17-000002.hdr.sgml : 20170424 20170424124049 ACCESSION NUMBER: 0001568068-17-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170424 DATE AS OF CHANGE: 20170424 EFFECTIVENESS DATE: 20170424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JFS WEALTH ADVISORS, LLC CENTRAL INDEX KEY: 0001568068 IRS NUMBER: 260580799 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15128 FILM NUMBER: 17777743 BUSINESS ADDRESS: STREET 1: 1479 N. HERMITAGE RD CITY: HERMITAGE STATE: PA ZIP: 16148 BUSINESS PHONE: 724-962-3200 MAIL ADDRESS: STREET 1: 1479 N. HERMITAGE RD CITY: HERMITAGE STATE: PA ZIP: 16148 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001568068 XXXXXXXX 03-31-2017 03-31-2017 JFS WEALTH ADVISORS, LLC

1479 N. HERMITAGE RD HERMITAGE PA 16148

13F HOLDINGS REPORT 028-15128 N Laura J. Blaire 724-962-3200 Laura J. Blaire Hermitage PA 04-24-2017 0 456 369268 false INFORMATION TABLE 2 jfs13f1q2017.xml GENERAL MTRS CO *W EXP 07/10/201 37045V126 1 51 SH SOLE 0 0 51 COMCAST CORP NEW CL A 20030N101 1469 21270 SH SOLE 0 0 21270 BERKSHIRE HATHAWAY INC DE CL B NEW 084670702 22333 137032 SH SOLE 0 0 137032 PACWEST BANCORP DEL COM 695263103 27 500 SH SOLE 0 0 500 JOHNSON CTLS INTL PLC SHS G51502105 6 153 SH SOLE 0 0 153 GRAMERCY PPTY TR COM 385002100 7 808 SH SOLE 0 0 808 FITBIT INC CL A 33812L102 88 12000 SH SOLE 0 0 12000 CHARTER COMMUNICATIONS IN CL A 16119P108 10 33 SH SOLE 0 0 33 COCA COLA EUROPEAN PARTNE SHS G25839104 16 520 SH SOLE 0 0 520 CHUBB LIMITED COM H1467J104 50 376 SH SOLE 0 0 376 ALLERGAN PLC SHS G0177J108 18 86 SH SOLE 0 0 86 ALCOA CORP COM 013872106 7 261 SH SOLE 0 0 261 INVESCO MUN OPPORTUNITY T COM 46132C107 1810 142076 SH SOLE 0 0 142076 INVESCO MUN TR COM 46131J103 2280 185956 SH SOLE 0 0 185956 INVESCO CALIF VALUE MUN I COM 46132H106 2853 235030 SH SOLE 0 0 235030 NUVEEN AMT FREE 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VANGUARD INDEX FDS GROWTH ETF 922908736 29 261 SH SOLE 0 0 261 VANGUARD INDEX FDS VALUE ETF 922908744 31 333 SH SOLE 0 0 333 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6000 52033 SH SOLE 0 0 52033 VANGUARD INTL EQUITY INDE TT WRLD ST ETF 922042742 3 50 SH SOLE 0 0 50 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 21 100 SH SOLE 0 0 100 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 422 4112 SH SOLE 0 0 4112 VODAFONE GROUP PLC NEW SPNSR ADR 92857W308 5 200 SH SOLE 0 0 200 VANGUARD INDEX FDS REIT ETF 922908553 2402 29107 SH SOLE 0 0 29107 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 40 767 SH SOLE 0 0 767 VALERO ENERGY CORP NEW COM 91913Y100 10 151 SH SOLE 0 0 151 TELEFONICA BRASIL SA SPONSORED ADR 87936R106 107 8000 SH SOLE 0 0 8000 VANGUARD SPECIALIZED PORT DIV APP ETF 921908844 3 34 SH SOLE 0 0 34 VIACOM INC NEW CL B 92553P201 166 4733 SH SOLE 0 0 4733 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 42 332 SH SOLE 0 0 332 VANGUARD WORLD FDS INF TECH ETF 92204A702 38 310 SH SOLE 0 0 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COM 02209S103 153 2261 SH SOLE 0 0 2261 MAXIMUS INC COM 577933104 37 670 SH SOLE 0 0 670 3M CO COM 88579Y101 26 145 SH SOLE 0 0 145 MAIDEN HOLDINGS LTD SHS G5753U112 218 12470 SH SOLE 0 0 12470 MANITOWOC FOODSERVICE INC COM 563568104 1 58 SH SOLE 0 0 58 MANULIFE FINL CORP COM 56501R106 21 1198 SH SOLE 0 0 1198 MFA FINL INC COM 55272X102 10 1250 SH SOLE 0 0 1250 METLIFE INC COM 59156R108 14 255 SH SOLE 0 0 255 SPDR S&P MIDCAP 400 ETF T UTSER1 S&PDCRP 78467Y107 418 1385 SH SOLE 0 0 1385 MEDTRONIC PLC SHS G5960L103 26 370 SH SOLE 0 0 370 MONDELEZ INTL INC CL A 609207105 57 1284 SH SOLE 0 0 1284 MCKESSON CORP COM 58155Q103 70 501 SH SOLE 0 0 501 MCDONALDS CORP COM 580135101 1389 11409 SH SOLE 0 0 11409 MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 19 2033 SH SOLE 0 0 2033 MATTHEWS INTL CORP CL A 577128101 96 1250 SH SOLE 0 0 1250 MERRIMACK PHARMACEUTICALS COM 590328100 1 200 SH SOLE 0 0 200 LEUCADIA NATL CORP COM 527288104 22 961 SH SOLE 0 0 961 LOWES COS INC COM 548661107 57 800 SH SOLE 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ISHARES AGGRES ALLOC ETF 464289859 326 6905 SH SOLE 0 0 6905 AMAZON COM INC COM 023135106 23 31 SH SOLE 0 0 31 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 26 2043 SH SOLE 0 0 2043 AMERICAN SUPERCONDUCTOR C SHS NEW 030111207 0 10 SH SOLE 0 0 10 AMPIO PHARMACEUTICALS INC COM 03209T109 16 18150 SH SOLE 0 0 18150 AMERIPRISE FINL INC COM 03076C106 3 23 SH SOLE 0 0 23 AMGEN INC COM 031162100 223 1526 SH SOLE 0 0 1526 ALLSTATE CORP COM 020002101 95 1279 SH SOLE 0 0 1279 AK STL HLDG CORP COM 001547108 3 260 SH SOLE 0 0 260 AMERICAN INTL GROUP INC COM NEW 026874784 40 611 SH SOLE 0 0 611 ADECOAGRO S A COM L00849106 6 560 SH SOLE 0 0 560 AGNC INVT CORP COM 00123Q104 877 48376 SH SOLE 0 0 48376 ISHARES TR CORE US AGGBD ET 464287226 16911 156495 SH SOLE 0 0 156495 AETNA INC NEW COM 00817Y108 151 1220 SH SOLE 0 0 1220 AMERICAN ELEC PWR INC COM 025537101 53 849 SH SOLE 0 0 849 AGNICO EAGLE MINES LTD COM 008474108 34 800 SH SOLE 0 0 800 AEGON N V NY REGISTRY SH 007924103 74 13409 SH SOLE 0 0 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