JFS Wealth Advisors
JFS Wealth Advisors, LLC Finance iPhoneiPadiPod touch
JFS Wealth Advisors is a free Finance app for iPhone and iPad by JFS Wealth Advisors, LLC. Rated 5.0/5 from 1 ratings. Requires iOS 15.1.
- Rating
- 5.0
- 1 ratings
- Price
- Free
- on the App Store
- Size
- 44 MB
- Age 4+
- Updated
- Jun 13
- 2026 · v19.0.1
Screenshots
About JFS Wealth Advisors
This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely viewing files from your financial advisor. • And more!
What’s new
Version 19.0.1 · Updated June 13, 2026
Bug fixes and enhancements
App privacy
The developer, JFS Wealth Advisors, LLC, reported these privacy practices to Apple.
Data Not Collected
The developer does not collect any data from this app.
Alternatives to JFS Wealth Advisors
Looking for apps like JFS Wealth Advisors? Here are 6 similar apps on the App Store. The highest rated is Kingsbridge Wealth Management (5.0/5), and all 6 are free to download.
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Valley National Client Access
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ARS Wealth Advisors
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Three Bearings FA
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Kingsbridge Wealth Management
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Sparrow Advisors
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Sittner & Nelson Client Portal
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| JFS Wealth Advisors | 5.0 / 5 (1 rating) | Free | June 13, 2026 | |
| Valley National Client Access | – | Free | Aug 21, 2026 | Compare |
| ARS Wealth Advisors | – | Free | Jun 15, 2026 | Compare |
| Three Bearings FA | – | Free | Nov 15, 2023 | Compare |
| Kingsbridge Wealth Management | 5.0 / 5 (1) | Free | Dec 2, 2023 | Compare |
| Sparrow Advisors | 5.0 / 5 (2) | Free | Jan 29, 2026 | Compare |
| Sittner & Nelson Client Portal | – | Free | Oct 25, 2023 | Compare |