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Kevin Scott Jarcho

Warner Financial, Inc

Bethesda, MD

CRD 7443748

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Employer firm

Warner Financial, Inc CRD 135303

$852M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Warner Financial, Inc

4550 Montgomery Ave Suite 352 North, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-11-22
TX RA APPROVED 2021-11-22
  • MD RA
    APPROVED
    Since 2021-11-22
  • TX RA
    APPROVED
    Since 2021-11-22

Branch Locations

4550 Montgomery Ave Suite 352 North, Bethesda, MD 20814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Warner Financial, Inc. Bethesda MD 05/2021 Present
Kemtah Group Vienna VA 05/2012 10/2016
Intact Technology Reston VA 10/2016 05/2021
  • 05/2021 → Present
    Warner Financial, Inc.
    Bethesda, MD
  • 05/2012 → 10/2016
    Kemtah Group
    Vienna, VA
  • 10/2016 → 05/2021
    Intact Technology
    Reston, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-22
  • S65 Uniform Investment Adviser Law Examination
    2021-11-22
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
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