Wealthwise Advisors

Wealthwise Advisors (CRD# 158262) is a financial advisory firm headquartered in Media, PA. They manage $2,408,482 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Wealthwise Advisors
Showing 1 - 1 of 1 top financial advisors.
Jarrod N. Barton
CRD#: 5339940
1400 North Providence Rd., Suite 411, Media, PA 19063

Jarrod Barton (CRD# 5339940) is an Investment Advisor Representative working at Wealthwise Advisors in Media, PA and has over 10 years of experience in the finance industry. Jarrod Barton 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.

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