Barbara
Glover

Jfs Wealth Advisors, LLC

CRD#6557759
Investment Advisor
in Doylestown, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Barbara Glover is a certified financial planner operating in Doylestown, Pennsylvania who has 8 years of relevant experience. Glover is an employee of Jfs Wealth Advisors, LLC. Throughout their career, Glover has worked at Comprehensive Investment Solutions, LLC and Jfs Wealth Advisors, LLC. Glover is able to advise clients in New Jersey and Pennsylvania. Jfs Wealth Advisors, LLC is an advisory company that has its headquarters in Hermitage, PA. The investment advisory business has offices in nine locations and a total of 89 people on staff. It controls $3 billion in assets under management across its 5,936 accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 35 charities and foundations. Of its 5,936 customer accounts, 29% are associated with high-net-worth individuals who have at least $1 million in assets. Jfs Wealth Advisors, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually are based on which service is provided. However, fee types billed by Jfs Wealth Advisors, LLC likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2005 S. Easton Road Suite 200
Doylestown, PA 18901

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Jfs Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$2,983,684,561

PA Average: $15,833,994,310
Total Number of Employees

89

PA Average: 41
Total Number of Accounts

5,936

PA Average: 3,342
Average Account Size

$502,642

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Barbara Glover Work History

Barbara has been registered as a financial advisor for 8 years.*

2016 - Present (8 years)

Jfs Wealth Advisors, LLC

2015 - 2016 (1 year)

Jfs Wealth Advisors, LLC

2012 - 2015 (3 years)

Comprehensive Investment Solutions, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Barbara Glover to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Jfs Wealth Advisors, LLC

James Lee
Pittsburgh, PA
Ronald Yost
Pittsburgh, PA
Charles Zuzak
Pittsburgh, PA
Barbara Glover
Doylestown, PA
Gregory Reif
Lancaster, PA
Manish Upadhyay
Doylestown, PA
Eric Hajduk
Hermitage, PA
Aaron Dayton
Hermitage, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started