Theodore
Rhinehart

Jfs Wealth Advisors, LLC

CRD#4300647
Investment Advisor
in Doylestown, PA

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About this Advisor

Theodore Rhinehart is a financial advisor based in Doylestown, Pennsylvania, working with Jfs Wealth Advisors, LLC. Theodore has previously held positions at Stancorp Equities, Inc, Stancorp Investment Advisers, Inc, Standard Retirement Services, Jfs Wealth Advisors LLC, and Jfs Wealth Advisors, LLC. Theodore has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and Pennsylvania. Currently, Theodore is part of Jfs Wealth Advisors, LLC, which operates out of Doylestown, Pennsylvania. The firm has 9 offices and 84 employees. The firm manages assets totaling $3.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Jfs Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

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Jfs Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$3,389,350,596

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

84

PA Average: 41
Total Number of Accounts

6,043

PA Average: 3,342
Average Account Size

$560,872

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

Theodore Rhinehart Work History

2023 - Present (1 year)

Jfs Wealth Advisors, LLC

2016 - 2023 (7 years)

Jfs Wealth Advisors LLC

2010 - 2016 (6 years)

Standard Retirement Services

2008 - 2016 (8 years)

Stancorp Equities, Inc

2008 - 2016 (8 years)

Stancorp Investment Advisers, Inc

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Disclosures

Please visit the SEC profile of Theodore Rhinehart 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

Louis Colella
Hermitage, PA
James Lee
Pittsburgh, PA
Constance Amstutz
Hermitage, PA
John Sciarrone
Doylestown, PA
Ronald Yost
Pittsburgh, PA
Ashley Cline
Hermitage, PA
Gregory Reif
Lancaster, PA
Sarah Amey
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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