Jared David Kohn

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-07-14
FL	RA	APPROVED	2015-06-08

TX RA
APPROVED_RES

Since 2021-07-14
FL RA
APPROVED

Since 2015-06-08

Branch Locations

18932 N Dale Mabry Hwy, Lutz, FL 33548-4919 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	02/2015	Present

02/2015 → Present

Edward Jones

St Louis, MO

Other Businesses

Notary Public Type of business: Performing wedding ceremonies Tampa, FL Start date: 5/28/2012 Notary Public Hours per week: 0 Hours during trading: 0 "Congregation Beth Am Tampa, FL Start date: 6/1/2017 Member at Large Hours per week: 0 Hours during trading: 0 Facilitate the growth of the congregation, welcoming new members. Lead or facilitate community and outreach events."

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-04-09

S66 Uniform Combined State Law Examination

2015-04-09

Designations

Certified Financial Planner
Chartered Financial Consultant

View on SEC IAPD