Jonathan Kahrs is a CFP-designated registered investment advisor, based in Malvern, PA, with 11 years of industry experience.
Location
100 Vanguard Blvd, Malvern, PA, 19355
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Regulatory History
Clean regulatory record
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.
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Jonathan is a landlord/owner of rental property in Portland, OR, since 2021. He dedicates minimal time to this activity and none during trading hours.
Employment History
Current Registrations
Vanguard Marketing Corporation
December 2021 - Present · 4 yrs 5 mos
Vanguard Marketing CorporationBroker
December 2021 - Present · 4 yrs 5 mos
Vanguard Advisers, INC.
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Interactive Wealth Advisors
October 2014 - February 2021 · 6 yrs 4 mos
Waddell & Reed
October 2013 - July 2014 · 9 mos
Waddell & ReedBroker
June 2013 - July 2014 · 1 yr 1 mo
State Registrations2 states
PATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.