Jared Kohn is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Lutz, FL, with 11 years of industry experience. Jared is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
18932 N Dale Mabry Hwy, Lutz, FL, 33548-4919
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Regulatory History (1)
Customer Dispute
March 2020Other Business Activities
Jared is a notary public performing wedding ceremonies in Tampa, FL since 2012. He is also a member at large at Congregation Beth Am in Tampa, FL since 2017, facilitating growth and community events; these activities require minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations12 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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