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).
Total Assets Under Management2MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$120,424
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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.