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Jerome Kahn

Highpoint Planning Partners
30 Years of Experience
Naperville, IL
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Jerome Kahn is a registered investment advisor at Highpoint Planning Partners, based in Naperville, IL, with 30 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9,258 clients with $4.8B in assets under management.

Highpoint Planning Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
114 advisors
Number of Clients
9,258 clients
Average Client Portfolio
$517K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.20%

Annual asset management fees range from 0% to 2.20% and are negotiable. LPL sponsored advisory programs have separate fee schedules with maximum annual fees ranging from 1.35% to 2.95%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1807 W. Diehl Road, Suite 105M, Naperville, IL, 60563

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 1998
Final
View Full SEC ReportHow to Read Disclosures
Other 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
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
Highpoint Planning Partners
June 2021 - December 2021 · 6 mos
LPL Financial LLCBroker
September 2009 - June 2024 · 14 yrs 9 mos
LPL Financial LLC
September 2009 - February 2022 · 12 yrs 5 mos
Waterstone Financial Group, INC.
October 2004 - September 2009 · 4 yrs 11 mos
Waterstone Financial Group, INC.Broker
October 2004 - September 2009 · 4 yrs 11 mos
High Mark Securities, INC.Broker
September 2004 - October 2004 · 1 mo
Royal Alliance Associates, INC.
September 2004 - September 2004 · 0 mos
Royal Alliance Associates, INC.Broker
August 2004 - September 2004 · 1 mo
High Mark Securities, INC.Broker
October 2002 - September 2004 · 1 yr 11 mos
Mony Securities CorporationBroker
October 2000 - May 2002 · 1 yr 7 mos
Cadaret, Grant & CO., INC.Broker
June 1999 - December 1999 · 6 mos
Electronic Trading Group, L.L.C.Broker
February 1995 - May 1995 · 3 mos
Mimlic Sales CorporationBroker
March 1991 - April 1995 · 4 yrs 1 mo
State Registrations1 state
IN
Advisor

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.

Exams
No exam information available for this advisor.
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