Jared Loren Kohlenberg

Employer firm

Redwood Wealth Management, LLC CRD 173916

$837M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2017 → 12/2018
  Exclusive Sports Group, Llc
  Indianapolis, IN
• 01/2015 → 08/2017
  University Of Michigan Football
  Ann Arbor, MI
• 01/2019 → 09/2023
  Morgan Stanley
  Birmingham, MI
• 04/2019 → 09/2023
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 09/2023 → Present
  Redwood Wealth Management
  Santa Monica, CA
• 11/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2019-03-29 → 2023-09-29
  Morgan Stanley
  Birmingham, MI

Other Businesses

1) Redwood Wealth Management. Investment Related. At Registered location. RIA. Vice President/ Financial Advisor. Start date: 10/11/2023. 280 hrs/ month; 140 hrs/ month during securities trading hours. Advise clients on investments and help with money movement 2) Fixed Insurance. Investment Related. At Registered location. Fixed/ Traditional Insurance. Agent. Start date: 10/11/2023. 15 hrs/ month; 15 hrs/ month during securities trading hours. Sales of fixed/ traditional insurance products. 3) PKSF. Investment Related. At Registered location. Fixed/ Traditional Insurance. Agent. Start date: 10/11/2023. 15 hrs/ month; 15 hrs/ month during securities trading hours. Sales of fixed/ traditional insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-29

Other Names

• Jared Kohlenberg