Kenan Kashlan
Kenan Kashlan is a CFA-designated registered investment advisor at Summit Financial, LLC, based in Jersey City, NJ, with 20 years of industry experience. Kenan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 18,393 clients with $26B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum advisory fee across programs is 1.50% per year. Fees are negotiable and exclude program fees, custodian charges, and third-party manager fees.
Fee Estimator
Location
Jersey City, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenan is a Senior Financial Consultant at Summit Financial, LLC, dedicating full-time hours to money management and financial planning. He also offers insurance as a broker or agent through various companies, including Summit Risk Management, LLC, earning compensation from sales.
Employment History
Current Registrations
Summit Financial, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Summit Financial Resources INC
Summit Equities INC
Summit Equities, INC.Broker
Kepler Capital Markets, INC.Broker
Quasar Distributors, LLCBroker
State Registrations8 states
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
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