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Justin Michael Kohler

The Fiduciary Group

Savannah, GA

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Current Employers
The Fiduciary Group

310 Commercial Drive, Savannah, GA 31406-3682 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-06-24
  • GA RA
    APPROVED
    Since 2021-06-24

Branch Locations

310 Commercial Drive, Savannah, GA 31406-3682 • 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
Axa Adviosrs Llc New York NY 07/2013 09/2018
Sharp Financial Services, Llc Horsham PA 09/2018 12/2019
Purshe Kaplan Sterling Investments Albany NY 04/2019 06/2021
Sharp Wealth Advisory Dba The Sharp Financial Group Horsham PA 12/2019 06/2021
The Fiduciary Group, Llc Savannah GA 06/2021 Present
  • 07/2013 → 09/2018
    Axa Adviosrs Llc
    New York, NY
  • 09/2018 → 12/2019
    Sharp Financial Services, Llc
    Horsham, PA
  • 04/2019 → 06/2021
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 12/2019 → 06/2021
    Sharp Wealth Advisory Dba The Sharp Financial Group
    Horsham, PA
  • 06/2021 → Present
    The Fiduciary Group, Llc
    Savannah, GA
Previous Registrations
Other Businesses

THOUGHTS ON THREADS, LLC. NOT INVESTMENT RELATED BUSINESS. LOCATED AT 7602 LYNES CT, SAVANNAH, GA 31406. Marketing, Media and advertising company. TITLE IS HUSBAND OF THE OWNER; ASSISTS WIFE WITH HER BUSINESS'S DAY TO DAY OPERATIONS. STARTED 01/2016. 10 HRS/MO - 0 DURING TRADING. DUTIES ARE TO ENSURE TAXES ARE PAID ON TIME, HELP PAY BILLS & CREDIT CARDS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-30
S63 Uniform Securities Agent State Law Examination 2013-08-21
  • S65 Uniform Investment Adviser Law Examination
    2013-10-30
  • S63 Uniform Securities Agent State Law Examination
    2013-08-21
Designations
Other Names
  • Justin M. Kohler
  • Justin M Kohler

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