Jared Kohl (CRD# 4442075) is an Investment Advisor Representative working at Tower Wealth Partners in Lewisburg, PA and has over 22 years of experience in the finance industry.
CRD# 5625453
Private Advisor Group, LLC
CRD# 1375505
Ameriprise Financial Services, LLC
CRD# 1209925
Trustmont Advisory Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J Alden Associates, Inc. | Lewisburg, PA | Oct 2020 - Current | 3 |
| Tower Wealth Partners, Inc. | Lewisburg, PA | Sep 2020 - Current | 3 |
| Koss Financial Group | Lewisburg, PA | Dec 2004 - Current | 19 |
| Raymond James Financial Services Advisors Inc. | Lewisburg, PA | Apr 2017 - Sep 2020 | 3 |
| Raymond James Financial Services, Inc. | Lewisburg, PA | Nov 2015 - Sep 2020 | 4 |
| Wells Fargo Advisors Financial Network LLC | Lewisburg, PA | May 2009 - Nov 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
- PA
-
Total Assets Under Management308MILLIONS
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Total Number of Accounts730ACCOUNTS
-
Average Account Value$421,781
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MD, MI, NH, NJ, PA, TX, VA
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