William ReynardCRD Number: 3125805
Current Firm: Jfs Wealth Advisors, LLC
William Reynard (CRD# 3125805) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Doylestown, PA and has over 19 years of experience in the finance industry. William Reynard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brighton Financial Planning
Clothier Springs Capital Management, LLC
Academy Wealth Advisers, LLC
|Jfs Wealth Advisors, LLC||Doylestown, PA||Oct 2015 - Current||2|
|Comprehensive Investment Solutions, LLC||Doylestown, PA||Jan 2007 - Sep 2015||8|
|Cpa Investment Solutions, LLC||Doylestown, PA||Jan 2007 - Sep 2015||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 2002|
Total Assets Under Management2,257MILLIONS
Total Number of Accounts5,142ACCOUNTS
Average Account Value$438,972
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CT, DC, DE, FL, GA, IL, MA, MD, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WV
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