Profil
Mr. Robert C.
Jazwinski is a Founder, Co-Chief Executive Officer, Partner & Wealth Advisor at JFS Wealth Advisors LLC, an Advisor at Alpha Capital Partners Ltd. and an Advisor at F.N.B Capital Corp.
LLC.
He is on the Board of Directors at Penn-Northwest Development Corp.
and Westminster College (Pennsylvania).
He has over 40 years of experience helping clients achieve their financial goals through integrated financial planning and portfolio management services.
Also, he currently serves as Trustee and Treasurer of the F.
H.
Buhl Farm Trust, as Co-Founder, Director, and President of the Community Hope Investment Partnership, and as a Trustee of Westminster College.
Mr. Jazwinski was previously employed as an Advisor by BNY Mellon Advisors, Inc., a Principal by TD Ameritrade, Inc., and an Advisor by The Charles Schwab Corp.
He also served on the board at National Advisors Trust Co. and Sharon Regional Health System, Inc. He has also served as Chair on the Boards of many local organizations, including the Sharon Regional Health System, West Central Job Partnership, and Shenango Valley Industrial Development Corporation.
Additionally, he is an Emeritus Director of the Community Foundation of Western Pennsylvania and Eastern Ohio and the Penn-Northwest Development Corporation, the latter of which he co-founded in 1986.
He holds a Bachelor of Arts in Accounting from Westminster College, a Master’s Degree in Business Administration from Youngstown State University, and a Certificate in Entrepreneurial Management from Carnegie Mellon University.
A Certified Public Accountant, he received the Personal Financial Specialist designation from the AICPA, and is a Certified Financial Planner professional.
Postes actifs de Bob Jazwinski
| Sociétés | Poste | Début |
|---|---|---|
JFS Wealth Advisors LLC
JFS Wealth Advisors LLC Investment ManagersFinance JFS's investment committee meets monthly, or more frequently as necessary, to conduct and review fundamental analysis of securities recommended for client accounts. They primarily invest for relatively long-time horizons, normally for a year or more. However, market developments could cause JFS to sell securities more quickly. | Directeur Général | 01/01/2024 |
Alpha Capital Partners Ltd.
Alpha Capital Partners Ltd. Investment ManagersFinance Alpha Capital invests in companies located in the United States with a revenues of USD 15 to 100 million. The firm targets companies operating in the fields of manufacturing and value-added distribution businesses. It participates in buyout transactions with an investment size of 0.5 - 5 million and transaction size of USD 2 - 15 million. The firm acquires minority & controlling interest and makes co-investments. It acts as a lead investor and also makes follow-on investments. | Private Equity Investor | - |
Westminster College (Pennsylvania)
Westminster College (Pennsylvania) Other Consumer ServicesConsumer Services Functions as a College/University | Directeur/Membre du Conseil | - |
F.N.B Capital Corp. LLC
F.N.B Capital Corp. LLC Investment ManagersFinance F.N.B Capital Corp. (FNB) provides subordinated debt and private equity financing to small and middle-market manufacturing companies. They look to place between $2 million and $9 million in subordinated debt and/or preferred equity to help mature or emerging companies in Pennsylvania, Ohio, Tennessee and Florida. They provide financial capital for strategic acquisitions, management/partnership buyouts, growth capital and intergenerational or other ownership transitions. FNB also has the ability to partner with First National Bank or any other senior lender to provide investment amounts larger than $5 million by partnering with their advisory board. Their typical investment horizon is between 3 to 7 years. | Corporate Officer/Principal | 09/12/2010 |
Penn-Northwest Development Corp.
Penn-Northwest Development Corp. Miscellaneous Commercial ServicesCommercial Services Provides economic development services | Directeur/Membre du Conseil | - |
Anciens postes connus de Bob Jazwinski
| Sociétés | Poste | Fin |
|---|---|---|
National Advisors Trust Co.
National Advisors Trust Co. Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
BNY Mellon Advisors, Inc.
BNY Mellon Advisors, Inc. Investment ManagersFinance BNYMA’s philosophy and investment process applies a comprehensive, long-term approach to portfolio construction, with an emphasis on downside risk management. | Corporate Officer/Principal | - |
| CHARLES SCHWAB | Corporate Officer/Principal | - |
| ░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░ | ░░░░░░░░░░░░░░░░ ░░ ░░░░░░░ | - |
Formation de Bob Jazwinski
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 11 |
|---|---|
The Charles Schwab Corp.
The Charles Schwab Corp. Investment Banks/BrokersFinance Provides retail brokerage, investment advisory, banking and trust services | Finance |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
BNY Mellon Advisors, Inc.
BNY Mellon Advisors, Inc. Investment ManagersFinance BNYMA’s philosophy and investment process applies a comprehensive, long-term approach to portfolio construction, with an emphasis on downside risk management. | Finance |
Alpha Capital Partners Ltd.
Alpha Capital Partners Ltd. Investment ManagersFinance Alpha Capital invests in companies located in the United States with a revenues of USD 15 to 100 million. The firm targets companies operating in the fields of manufacturing and value-added distribution businesses. It participates in buyout transactions with an investment size of 0.5 - 5 million and transaction size of USD 2 - 15 million. The firm acquires minority & controlling interest and makes co-investments. It acts as a lead investor and also makes follow-on investments. | Finance |
JFS Wealth Advisors LLC
JFS Wealth Advisors LLC Investment ManagersFinance JFS's investment committee meets monthly, or more frequently as necessary, to conduct and review fundamental analysis of securities recommended for client accounts. They primarily invest for relatively long-time horizons, normally for a year or more. However, market developments could cause JFS to sell securities more quickly. | Finance |
Westminster College (Pennsylvania)
Westminster College (Pennsylvania) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Youngstown State University
Youngstown State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sharon Regional Health System, Inc.
Sharon Regional Health System, Inc. Hospital/Nursing ManagementHealth Services Provides health care services | Health Services |
F.N.B Capital Corp. LLC
F.N.B Capital Corp. LLC Investment ManagersFinance F.N.B Capital Corp. (FNB) provides subordinated debt and private equity financing to small and middle-market manufacturing companies. They look to place between $2 million and $9 million in subordinated debt and/or preferred equity to help mature or emerging companies in Pennsylvania, Ohio, Tennessee and Florida. They provide financial capital for strategic acquisitions, management/partnership buyouts, growth capital and intergenerational or other ownership transitions. FNB also has the ability to partner with First National Bank or any other senior lender to provide investment amounts larger than $5 million by partnering with their advisory board. Their typical investment horizon is between 3 to 7 years. | Finance |
National Advisors Trust Co.
National Advisors Trust Co. Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Penn-Northwest Development Corp.
Penn-Northwest Development Corp. Miscellaneous Commercial ServicesCommercial Services Provides economic development services | Commercial Services |
















