Jerome Kahn
Jerome Kahn is a registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 29 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 8,096 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HighPoint Advisor Group charges an annual fee based on the value of your portfolio, ranging from 0% to 2.20%. This fee is billed quarterly in advance. If you end your agreement before the quarter is over, you'll receive a prorated refund for the remaining days.
Location
2651 Warrenville Road, Suite 200, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History (1)
Regulatory
January 1998Other Business ActivitiesSells Insurance
Jerome writes life and long-term care insurance, as well as occasional fixed annuities through J Kahn & Associates LLC, dedicating about 10-20% of his time. He also operates under the DBAs TWG Wealth Planning and High Point TWG Wealth Planning, spending full-time and a few hours per week, respectively, on these investment-related activities.
Employment History
Current Registrations
Highpoint Planning Partners
Previous Registrations
Highpoint Planning Partners
LPL Financial LLCBroker
LPL Financial LLC
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
High Mark Securities, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
High Mark Securities, INC.Broker
Mony Securities CorporationBroker
Cadaret, Grant & CO., INC.Broker
Electronic Trading Group, L.L.C.Broker
Mimlic Sales CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.