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Ryan Charles Barrett

JFS Wealth Advisors, LLC

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About Ryan Charles Barrett

Ryan Charles Barrett is a financial advisor with JFS Wealth Advisors, LLC. Ryan is based in Doylestown, PA and has been working in the financial services industry since 1999. Ryan has a strong track record of providing financial advice to individuals, families, and businesses. Ryan is committed to providing his clients with personalized financial advice that is tailored to their specific needs and goals. Ryan is also a Certified Financial Planner.

Firm Information

Ryan Barrett is currently registered with JFS Wealth Advisors, LLC. JFS Wealth Advisors, LLC is a registered investment advisor with offices in Hermitage, Pennsylvania. The firm provides financial planning, portfolio management, and other services to individuals, businesses, high-net-worth clients, charitable organizations, pension and profit-sharing plans, state and municipal government entities, and corporations. The firm manages over $3.39 billion in assets.
JFS Wealth Advisors, LLC

1479 N. HERMITAGE RD.

HERMITAGE, PA 16148

$3.39B

Assets Under Management

29

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit, cash management, & insurance solutions

Credit, cash management, & insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing on eligible credit, cash management, & insurance

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Ryan Barrett’s Registration & Firm History

PA

10/02/2015 - Present

JFS Wealth Advisors, LLC (Doylestown PA)

PA

07/21/1999 - 02/13/2007

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 10/25/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/2002

Series 7 - General Securities Representative Examination

BC

Issued 07/02/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Charles Barrett.
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