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Ryan Charles Barrett

Jfs Wealth Advisors, LLC

Doylestown, PA

CRD 3244197

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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
NJ RA APPROVED 2015-10-07
PA RA APPROVED 2015-10-02
  • NJ RA
    APPROVED
    Since 2015-10-07
  • PA RA
    APPROVED
    Since 2015-10-02

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 07/2020
Jfs Wealth Advisors Llc Doylestown PA 07/2020 06/2024
Jfs Wealth Advisors Llc Doylestown PA 06/2024 Present
Previous Registrations
  • 2009-10-13 → 2015-10-13
    Cpa Investment Solutions, Llc
    Yardley, PA
  • 2007-03-29 → 2015-10-13
    Comprehensive Investment Solutions, Llc
    Yardley, PA
  • 2002-10-28 → 2006-10-26
    Vanguard Advisers, Inc.
    Valley Forge, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-25
S63 Uniform Securities Agent State Law Examination 1999-07-12
  • S66 Uniform Combined State Law Examination
    2002-10-25
  • S63 Uniform Securities Agent State Law Examination
    1999-07-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

SUMMIT FINANCIAL, LLC
LPL FINANCIAL LLC
JANNEY MONTGOMERY SCOTT LLC

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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