Jared Kohlenberg
Jared Kohlenberg is a registered investment advisor at Redwood Wealth Management, LLC, based in Santa Monica, CA, with 7 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 434 clients with $490M 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 | 2.90% |
Fees are negotiable at the account opening. For separate accounts managed by third-party managers, the combined total fee charged to each client by Redwood and the third-party money manager shall not exceed 2.90% of the client’s assets under management. Redwood's portion of the fee will not exceed 2.40%; 0.50% is paid to the third-party investment manager.
Fee Estimator
Location
100 Wilshire Blvd, Suite 260, Santa Monica, CA, 90401
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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
Jared is a Vice President/Financial Advisor at Redwood Wealth Management, spending nearly full-time advising clients on investments. He also works as an agent selling fixed/traditional insurance products for both Fixed Insurance and PKSF, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Redwood Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations4 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.