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Barbara Jeanne Glover

Jfs Wealth Advisors, LLC

Doylestown, PA

CRD 6557759

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Employer firm

Jfs Wealth Advisors, LLC CRD 145051

$4.73B regulatory AUM 47 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • CREDIT, CASH MANAGEMENT, & INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Jfs Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-12-22
PA RA APPROVED 2015-10-05
  • VA RA
    APPROVED
    Since 2025-12-22
  • PA RA
    APPROVED
    Since 2015-10-05

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 10/2016
Jfs Wealth Advisors, Llc Doylestown PA 10/2016 Present
Previous Registrations
  • 2015-10-03 → 2015-10-13
    Comprehensive Investment Solutions, Llc
    Yardley, PA
Designations
  • Certified Financial Planner
Other Names
  • Barbara Jeanne Morrow

View on SEC IAPD

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Nearby Investors

MICHAEL ALAN HALVORSEN
Joseph Michael Bates
PAUL HARRISON KRUMENACKER

Nearby Offices

SUMMIT FINANCIAL, LLC · DOYLESTOWN, PA
LPL FINANCIAL LLC · DOYLESTOWN, PA
JANNEY MONTGOMERY SCOTT LLC · DOYLESTOWN, PA

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