Doylestown, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
JFS Wealth Advisors, LLC
Multi-team
Firm-wide stats for JFS Wealth Advisors, LLC
About
JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, investment advisory, and financial planning to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. Its service set includes continuous investment management under the firm’s Lifetime Planning Continuum® (financial goal planning plus portfolio management), an IAS allocation platform, business retirement plan fiduciary services, tax return preparation, and certain accounting-related services such as bookkeeping.
Investment decisions are shaped by a written Financial Goal Plan developed with each client and an internal Investment Committee that meets regularly and uses Modern Portfolio Theory to set allocations; JFS manages accounts on either a discretionary or non‑discretionary basis and typically implements portfolios using mutual funds (including Dimensional Fund Advisors funds), ETFs, and cash-position management. The firm also offers access to private investment funds and limited private investments, and provides ERISA 3(38) and 3(21) plan services for retirement plan sponsors.
Noteworthy aspects that differentiate JFS from many peers include its corporate affiliation with Focus Financial Partners (with indirect ownership links to private equity investors), a business arrangement that allows certain clients to invest in private vehicles managed by an affiliated manager (SCS Capital Management), and an affiliated insurance agency (JFS Risk Management) that offers commission‑based insurance products. The firm also facilitates cash‑management and credit solutions through intermediaries (UPTIQ/Flourish), maintains promoter/solicitor relationships with accounting firms, and accepts municipal government clients—features that are less common among multi‑team advisors.
Based on JFS Wealth Advisors, LLC
Expertise
Based on JFS Wealth Advisors, LLC
Location
259 Veterans Lane, Suite 302
Doylestown PA 18901
Advisors at this office
5
Advisors at this office
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.
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.
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.
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.
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.
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