Unclaimed Profile

Jared Montagna

KSA CAPITAL MANAGEMENT, LLC·MORRISTOWN, New Jersey

Clean recordKSA CAPITAL MANAGEMENT, LLC

67 EAST PARK PLACE, MORRISTOWN, NJ 07960CRD# 6772235Firm CRD# 130019

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jared Montagna · MORRISTOWN, NJ

Registration

CRD #6772235 · KSA CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jared Montagna is a registered financial advisor based in MORRISTOWN, New Jersey, affiliated with KSA CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Jared

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jared is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

KSA CAPITAL MANAGEMENT, LLC

AUM

$104M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KSA CAPITAL MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6772235

Firm CRD# 130019

View on FINRA BrokerCheck →

Looking for a financial advisor in MORRISTOWN?

Browse all registered financial advisors in MORRISTOWN, New Jersey or claim this profile if it's yours.

Browse MORRISTOWN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jared Montagna offer?

Jared Montagna specializes in Retirement Planning. Contact their office in MORRISTOWN, New Jersey for a consultation.

What are Jared Montagna's credentials?

Jared Montagna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jared Montagna located?

Jared Montagna is based in MORRISTOWN, New Jersey, working with KSA CAPITAL MANAGEMENT, LLC. Their office serves clients in the MORRISTOWN metropolitan area and surrounding communities.

How does Jared Montagna charge for services?

Jared Montagna's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KSA CAPITAL MANAGEMENT, LLC?

KSA CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →