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Jared Furman Kohl

TOWER WEALTH PARTNERS, INC.·LEWISBURG, Pennsylvania
SIE, Series 6, Series 7, Series 63, Series 65Clean record9 years registeredTOWER WEALTH PARTNERS, INC.
1000 MARKET STREET, LEWISBURG, PA 17837CRD# 4442075Firm CRD# 310461

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jared Furman Kohl · LEWISBURG, PA
Registration
CRD #4442075 · TOWER WEALTH PARTNERS, INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

TOWER WEALTH PARTNERS
Sep 2020 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Apr 2017 – Oct 2020
LEWISBURG, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · April 7, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TOWER WEALTH PARTNERS, INC.
CRD 310461 · SEC 801-119415
AUM
$308M
Regulatory assets under management
Employees
8
730 client accounts
Services offered by TOWER WEALTH PARTNERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TOWER WEALTH PARTNERS, INC. →
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05

Frequently Asked Questions

What services does Jared Furman Kohl offer?
Jared Furman Kohl specializes in Financial Planning, Investment Management. Contact their office in LEWISBURG, Pennsylvania for a consultation.
What are Jared Furman Kohl's credentials?
Jared Furman Kohl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jared Furman Kohl located?
Jared Furman Kohl is based in LEWISBURG, Pennsylvania, working with TOWER WEALTH PARTNERS, INC.. Their office serves clients in the LEWISBURG metropolitan area and surrounding communities.
How does Jared Furman Kohl charge for services?
Jared Furman Kohl's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOWER WEALTH PARTNERS, INC.?
TOWER WEALTH PARTNERS, INC. has approximately 8 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOWER WEALTH PARTNERS, INC.

Darin Michael Koss
LEWISBURG, PA
CFP

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