Justin Kohler (CRD# 6192781) is an Investment Advisor Representative working at The Fiduciary Group in Savannah, GA and has over 10 years of experience in the finance industry. Justin Kohler 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.
CRD# 2410852
Bull Street Advisors
CRD# 5979110
Sound View Wealth Advisors Group, LLC
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Fiduciary Group, LLC | Savannah, GA | Jun 2021 - Current | 2 |
| Sharp Wealth Advisory Dba The Sharp Financial Group | Horsham, PA | Dec 2019 - Jun 2021 | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Apr 2019 - Jun 2021 | 2 |
| Sharp Financial Services, LLC | Horsham, PA | Sep 2018 - Dec 2019 | 1 |
| Axa Adviosrs LLC | New York, NY | Jul 2013 - Sep 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2013 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
- GA
-
Total Assets Under Management1,613MILLIONS
-
Total Number of Accounts1,566ACCOUNTS
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Average Account Value$1,030,275
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
CA, CO, FL, GA, LA, MD, ME, NC, NH, PA, SC, TX, VA
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