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Ryan B

CFP®, Series 63, Series 66

Doylestown, PA

JFS Wealth Advisors, LLC

Ryan Barrett is a CFP® professional at JFS Wealth Advisors, LLC with 23 years of industry experience. He has been with JFS Wealth Advisors in various roles since 2015. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm offers wealth management and financial planning services guided by written Financial Goal Plans and employs a disciplined investment approach using Modern Portfolio Theory, mutual funds, ETFs, and private investments.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Barbara G

CFP®

Doylestown, PA

JFS Wealth Advisors, LLC

Barbara Glover is a CFP® professional with 11 years of industry experience, currently serving as an advisor at JFS Wealth Advisors, LLC since 2016. She previously worked at Comprehensive Investment Solutions, LLC in 2015. JFS Wealth Advisors is a multi-team registered investment adviser offering wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan and an internal Investment Committee using Modern Portfolio Theory to guide investment decisions, managing portfolios with mutual funds, ETFs, and private investments.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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John S

CFP®, Series 65

Doylestown, PA

JFS Wealth Advisors, LLC

John Sciarrone is a CFP® and holds a Series 65 license, currently serving as a financial advisor at JFS Wealth Advisors, LLC with five years of industry experience. His prior work includes roles at ParkOps Parking Management and Giant Food Stores. JFS Wealth Advisors is a multi-team registered investment adviser providing wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee applying Modern Portfolio Theory to guide investment decisions, offering a range of services including tax preparation, fiduciary retirement plan services, and access to private investment funds.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Manish U

Series 63, Series 65

Doylestown, PA

JFS Wealth Advisors, LLC

Manish Upadhyay is a financial advisor at JFS Wealth Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with JFS Wealth Advisors since 2016. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm offers comprehensive wealth management, investment advisory, and financial planning services, utilizing a written Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Theodore R

Series 66

Doylestown, PA

JFS Wealth Advisors, LLC

Theodore Rhinehart is a financial advisor at JFS Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has been with JFS Wealth Advisors in various capacities since 2016. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm offers comprehensive wealth management and financial planning services, utilizing a written Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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