Janet Kohrmann, financial advisor Santee CA

Janet Kohrmann

CRD Number: 3144550
Current Firm: Farther

Janet Kohrmann (CRD# 3144550) is an Investment Advisor Representative working at Farther in Santee, CA and has over 24 years of experience in the finance industry. Janet Kohrmann 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.

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Professional Designations
Company Name Location Dates Years
Farther Finance Advisors Santee, CA Sep 2023 - Current < 1
Goldman Sachs Pfm San Diego, CA Oct 2019 - Sep 2023 3
United Capital Financial Advisers, LLC Newport Beach, CA Jun 2011 - Oct 2019 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
Contact Info for Janet Kohrmann
Phone Number: 415-827-7371
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,122
    MILLIONS
  • Total Number of Accounts
    4,453
    ACCOUNTS
  • Average Account Value
    $252,017
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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