Jared Furman Kohl
Investment adviser representative at Tower Wealth Partners
22 yearsExperience
1 stateRegistered in
$440.4MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Tower Wealth Partners, Inc.Sep 2020 to now
- Koss Financial GroupDec 2004 to now
- J Alden Associates, IncOct 2020 to Dec 2024
- Raymond James Financial Services Advisors Inc.Apr 2017 to Sep 2020
- Raymond James Financial Services, Inc.Nov 2015 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (PA).
Tower Wealth Partners
Legal name: Tower Wealth Partners, Inc.
$440.4MAssets managed
920Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4442075
- Firm CRD
- 310461