Vice President · JFS Wealth Advisors, LLC
Ryan C. Barrett
CRD 3244197 · Named on Form ADV at one SEC-registered adviser
At a glance
JFS Wealth Advisors, LLC, an SEC-registered wealth manager based in Hermitage, PA with $4.7 billion in regulatory assets, lists Ryan C. Barrett on its Form ADV as Vice President, a control person.
Firms and roles
- JFS Wealth Advisors, LLCVice PresidentWealth manager · Hermitage, PA · $4.7B in regulatory assets
AtlasMembers
Ryan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (17)
- Robert C. JazwinskiPresident, Managing Member, JFS Wealth Advisors, LLC
- Laura J. BlaireVice President, Chief Operating Officer, JFS Wealth Advisors, LLC
- James S. LeeVice President, JFS Wealth Advisors, LLC
- Louis V. ColellaVice President, JFS Wealth Advisors, LLC
- Ryan C. TiesiSecretary, Chief Financial Officer, JFS Wealth Advisors, LLC
12 more people named with Ryan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 17 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.