CONTRACT

No rebalance advised for Retirement Fund

Mercer County logoMercer County
Document date
Mar 6, 2025

The 30-second brief

What it covers

JFS Wealth Advisors advised the Mercer County Retirement Fund to rebalance to a 100% target, but no rebalance was deemed necessary.

Who holds it

Jfs Wealth Advisors holds this advisory services contract with Mercer County. Its other public contracts on record include work for Town of Lackawannock and City of Hermitage.

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Contract details

Contract type
Advisory Services
Document date
March 6, 2025
Term
NA
Source document
mercer-county-meeting-minutes-2025-03-06_ae9.pdf (Meeting Minutes)

Jfs Wealth Advisors's other public contracts

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Questions about this contract

Who was awarded the advisory services contract by Mercer County?

Jfs Wealth Advisors was awarded this advisory services contract by Mercer County, as recorded on March 6, 2025.

What type of contract is this?

This is a Advisory Services contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in mercer-county-meeting-minutes-2025-03-06_ae9.pdf (Meeting Minutes), dated March 6, 2025 from Mercer County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Jfs Wealth Advisors hold?

Jfs Wealth Advisors may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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