Jan KuhaCRD Number: 5952528
Current Firm: J. Benjamin Financial, LLC
Jan Kuha (CRD# 5952528) is an Investment Advisor Representative working at J. Benjamin Financial, LLC in Mount Pleasant, SC and has over 6 years of experience in the finance industry.
Coastal Wealth Advisors, LLC
First Citizens Investor Services, Inc.
|J. Benjamin Financial, LLC||Mount Pleasant, SC||Jul 2016 - Current||1|
|Edward Jones||St Louis, MO||Jul 2011 - Jul 2016||5|
|Nichols Village Hotel & SPA||Clarks Summit, PA||Aug 2010 - Jun 2011||< 1|
|Deluxe Digital Studios||Moosic, PA||May 2008 - Aug 2010||2|
|Unemployed||Dickson City, PA||Sep 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management6MILLIONS
Total Number of Accounts110ACCOUNTS
Average Account Value$52,727
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
PA, SC, TX
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