Jonathan Gerard Kassouf
Investment adviser representative at Kassouf Wealth Advisors, LLC
18 yearsExperience
1 stateRegistered in
PFSDesignation
$471.3MFirm 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 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
18 years in the industry.
- Kassouf Wealth Advisors, LLCJan 2020 to now
- Kassouf & Co., P.C.Jan 2008 to now
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (AL).
Kassouf Wealth Advisors, LLC
$471.3MAssets managed
237Clients
6Advisers
19 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
- 7177481
- Firm CRD
- 122683