linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Theodore William Rhinehart

JFS Wealth Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Theodore? Claim Your Profile

About Theodore William Rhinehart

Theodore William Rhinehart is a registered investment advisor representative with JFS Wealth Advisors, LLC. Theodore has over 15 years of experience in the financial services industry. Theodore is licensed to provide investment advice in both New Jersey and Pennsylvania. Previously, Theodore worked for Stancorp Equities, Inc. and Valley Forge Asset Management Corp. Theodore has a strong background in financial planning, portfolio management, and pension consulting.

Firm Information

Theodore Rhinehart 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Revenue sharing on eligible credit, cash management, & insurance

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Theodore Rhinehart’s Registration & Firm History

PA

07/22/2016 - Present

JFS Wealth Advisors, LLC (Doylestown PA)

PA

01/16/2008 - 07/25/2016

STANCORP EQUITIES, INC. (WAYNE PA)

PA

09/02/2005 - 12/31/2007

VALLEY FORGE ASSET MANAGEMENT CORP. (KING OF PRUSSIA PA)

Not sure if Theodore William Rhinehart is right for you?

Licenses & Designations

BOTH

Issued 12/05/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/25/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Theodore William Rhinehart.
Not sure if Theodore William Rhinehart is right for you?