Jennifer Frances Kahl

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 09/2017
  Mid Atlantic Capital Corporation
  Avon, OH
• 04/2013 → 11/2021
  Mid Atlantic Financial Management, Inc
  Pittsburgh, PA
• 06/2019 → Present
  Newedge Securities, Llc
  Westlake, OH
• 11/2021 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2013-04-25 → 2021-11-01
  Mid Atlantic Financial Management, Inc.
  Avon, OH
  Avon, OH
  Pittsburgh, PA
  Westlake, OH
• 2009-10-19 → 2012-03-26
  Chase Investment Services Corp.
  Rocky River, OH
  Lorain, OH

Other Businesses

1)THE KAHL GROUP, LLC~INVESTMENT RELATED~1991 CROCKER ROAD, SUITE 600, WESTLAKE, OH 44145~FINANCIAL ADVISORY/FINANCIAL PLANNING~CO-OWNER/ADVISOR~DECEMBER 2001~160HRS PER MONTH~130HRS PER MONTH DURING MARKET~ADVISING CLIENTS ON FINANCIAL MATTERS, BRANCH OFFICE PROCESSING - - - - - - - - - - - - - - - 2)FIXED INSURANCE SALES~NON INVESTMENT RELATED~1991 CROCKER ROAD, SUITE 600, WESTLAKE, OH 44145~FIXED INSURANCE~AGENT~FEBRUARY 2002~10HRS PER MONTH~10HRS PER MONTH DURING MARKET~POTENTIAL FIXED INSURANCE SALES TO CLIENTS

Exams

• S66 Uniform Combined State Law Examination
  2000-12-22

Other Names

• Jennifer Frances Whitaker