Jared Loren Kohlenberg
Investment adviser representative at Redwood Wealth Management, LLC
11 yearsExperience
4 statesRegistered in
$837MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Purshe Kaplan Sterling InvestmentsNov 2023 to now
- Redwood Wealth Management, LLCSep 2023 to now
- Morgan Stanley Private Bank, N.A.Apr 2019 to Sep 2023
- Morgan StanleyJan 2019 to Sep 2023
- Exclusive Sports Group, LLCNov 2017 to Dec 2018
- University of Michigan FootballJan 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 4 states (MI, NC, SC, VA).
Redwood Wealth Management, LLC
Legal name: Redwood Holdings, LLC
$837MAssets managed
243Clients
3Advisers
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
- 6340428
- Firm CRD
- 173916