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Jennifer Kahl

Newedge Advisors
23 Years of Experience
Westlake, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jennifer Kahl is a registered investment advisor at Newedge Advisors, based in Westlake, OH, with 23 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Newedge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

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

Location

1991 Crocker Road, Suite 600, Westlake, OH, 44145

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History

Regulatory History (1)
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Employment Separation After Allegations
March 2012
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jennifer is a co-owner/advisor at The Kahl Group, LLC, providing financial advisory and planning services, dedicating full-time hours to this role. She also works as an agent selling fixed insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Newedge Advisors
November 2021 - Present · 4 yrs 11 mos
Newedge Securities, LLCBroker
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Mid Atlantic Financial Management, INC.
April 2013 - November 2021 · 8 yrs 7 mos
Mid Atlantic Capital CorporationBroker
April 2013 - September 2017 · 4 yrs 5 mos
Chase Investment Services CORP.
October 2009 - March 2012 · 2 yrs 5 mos
Chase Investment Services CORP.Broker
October 2009 - March 2012 · 2 yrs 5 mos
Mid Atlantic Capital CorporationBroker
December 2001 - October 2009 · 7 yrs 10 mos
State Registrations1 state
OH
AdvisorBrokerBoth

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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