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Janet Kohrmann

Farther

Santee, CA

San Francisco, CA

CRD 3144550

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Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

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

Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-09-25
TX RA APPROVED 2023-09-22
  • CA RA
    APPROVED
    Since 2023-09-25
  • TX RA
    APPROVED
    Since 2023-09-22

Branch Locations

Santee, CA • United States

345 California Street Suite 600, San Francisco, CA 94104 • 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
United Capital Financial Advisers, Llc Newport Beach CA 06/2011 10/2019
Goldman Sachs Pfm San Diego CA 10/2019 09/2023
Farther Finance Advisors Santee CA 09/2023 Present
  • 06/2011 → 10/2019
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 10/2019 → 09/2023
    Goldman Sachs Pfm
    San Diego, CA
  • 09/2023 → Present
    Farther Finance Advisors
    Santee, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-10-05
  • S63 Uniform Securities Agent State Law Examination
    1999-10-05
Designations
  • Certified Financial Planner
Other Names
  • Janet Elizabeth Kohrmann

View on SEC IAPD

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