William T. Reynard

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CRD#: 3125805

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Taylor Reynard, who also goes by Bill Reynard, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1998. William had worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bill Reynard

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

October 2, 2015 - October 1, 2019

JFS WEALTH ADVISORS, LLC

RIA

CRD#: 145051

DOYLESTOWN, PA

Past

October 13, 2009 - October 13, 2015

CPA INVESTMENT SOLUTIONS, LLC

RIA

CRD#: 108317

YARDLEY, PA

Past

January 29, 2007 - October 13, 2015

COMPREHENSIVE INVESTMENT SOLUTIONS, LLC

RIA

CRD#: 119284

YARDLEY, PA

Past

November 12, 2002 - January 8, 2007

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

VALLEY FORGE, PA

Past

October 2, 1998 - January 8, 2007

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JFS WEALTH ADVISORS, LLC

H.L. ZEVE ASSOCIATES A DIVISION OF JFS WEALTH ADVISORS | JFS WEALTH ADVISORS, LLC

CRD#: 145051 / SEC#: 801-68333

RIA

Registered Investment Advisory firm - (10/2/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/11/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/7/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/11/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/1/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

JFS WEALTH ADVISORS, LLC

H.L. ZEVE ASSOCIATES A DIVISION OF JFS WEALTH ADVISORS | JFS WEALTH ADVISORS, LLC

CRD#: 145051 / SEC#: 801-68333

RIA

Registered Investment Advisory firm - (10/2/2007 Approved)

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Contact information

Main Address

1479 N. Hermitage Rd., Hermitage, PA 16148

Mailing Address

Phone number

(724) 962-3200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

08-01-2025 FORM ADV PART 2A (8/5/2025)

Regulatory assets under management

Total Number of Accounts	6,297
AUM (Assets Under Management)	$ 4,005,129,294

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/19/2025	Cover Page	Report
10/15/2024	Cover Page	Report
01/05/2024	Cover Page	Report
10/24/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William T. Reynard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CPA INVESTMENT SOLUTIONS, LLC

COMPREHENSIVE INVESTMENT SOLUTIONS, LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

JFS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/11/2002

Series 63

Date: 10/7/1998

Series 7

Date: 10/11/2002

Series 6

Date: 10/1/1998

Current Firm

JFS WEALTH ADVISORS, LLC

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

JFS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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