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Jan Benjamin Kuha

J. BENJAMIN FINANCIAL, LLC·MOUNT PLEASANT, South Carolina
Unclaimed Profile
856 LOWCOUNTRY BLVD, SUITE 101, MOUNT PLEASANT, SC 29464CRD# 5952528Firm CRD# 283990
01

About

Jan Benjamin Kuha is a registered financial advisor based in MOUNT PLEASANT, South Carolina, affiliated with J. BENJAMIN FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
J. BENJAMIN FINANCIAL, LLC
J. BENJAMIN FINANCIAL, LLC
AUM
$5M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5952528
Firm CRD# 283990
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jan Benjamin Kuha offer?
Jan Benjamin Kuha specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOUNT PLEASANT, South Carolina for a consultation.
What are Jan Benjamin Kuha's credentials?
Jan Benjamin Kuha is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jan Benjamin Kuha located?
Jan Benjamin Kuha is based in MOUNT PLEASANT, South Carolina, working with J. BENJAMIN FINANCIAL, LLC. Their office serves clients in the MOUNT PLEASANT metropolitan area and surrounding communities.
How does Jan Benjamin Kuha charge for services?
Jan Benjamin Kuha'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 J. BENJAMIN FINANCIAL, LLC?
J. BENJAMIN FINANCIAL, LLC has approximately 1 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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