Jared Loren Kohlenberg

Current Employers

Redwood Wealth Management, Llc

100 Wilshire Blvd Suite 260, Santa Monica, CA 90401 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-12-17
NC	RA	APPROVED	2025-12-15
VA	RA	APPROVED	2025-12-12
MI	RA	APPROVED	2024-12-16

SC RA
APPROVED

Since 2025-12-17
NC RA
APPROVED

Since 2025-12-15
VA RA
APPROVED

Since 2025-12-12
MI RA
APPROVED

Since 2024-12-16

Branch Locations

100 Wilshire Blvd Suite 260, Santa Monica, CA 90401 • United States

West Bloomfield, MI • 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

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

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-03-29

S66 Uniform Combined State Law Examination

2019-03-29

Other Names

Jared Kohlenberg

View on SEC IAPD