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Manish Kirit Upadhyay

Jfs Wealth Advisors, LLC

Doylestown, PA

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Current Employers
Jfs Wealth Advisors, Llc

1479 N. Hermitage Rd., Hermitage, PA 16148 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-01-15
  • PA RA
    APPROVED
    Since 2016-01-15

Branch Locations

259 Veterans Lane Suite 302, Doylestown, PA 18901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jfs Wealth Advisors, Llc Doylestown PA 10/2015 09/2016
Jfs Wealth Advisors, Llc Doylestown PA 09/2016 01/2019
Jfs Wealth Advisors, Llc Doylestown PA 01/2019 07/2022
Jfs Wealth Advisors, Llc Doylestown PA 07/2022 06/2023
Jfs Wealth Advisors, Llc Doylestown PA 07/2023 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-15
S63 Uniform Securities Agent State Law Examination 2001-04-07
  • S65 Uniform Investment Adviser Law Examination
    2016-01-15
  • S63 Uniform Securities Agent State Law Examination
    2001-04-07

View on SEC IAPD

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Other Offices

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MUNTZ FINANCIAL, LLC · DOYLESTOWN, PA
ARCHETYPE ADVISORS, LLC · DOYLESTOWN, PA
TRIDENT ADVISORS INC · DOYLESTOWN, PA
WINTHROP PARTNERS - EPA, LLC · Doylestown, PA
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