Justin Michael Kohler
Investment adviser representative at The Fiduciary Group
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- The Fiduciary Group, LLCJun 2021 to now
- Sharp Wealth Advisory dba the Sharp Financial GroupDec 2019 to Jun 2021
- Purshe Kaplan Sterling InvestmentsApr 2019 to Jun 2021
- Sharp Financial Services, LLCSep 2018 to Dec 2019
- AXA Adviosrs LLCJul 2013 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (GA).
The Fiduciary Group
Legal name: The Fiduciary Group, LLC
$2BAssets managed
702Clients
13Advisers
11 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
- 6192781
- Firm CRD
- 221530