Kevin Scott Jarcho
Investment adviser representative at Warner Financial, Inc
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$851.8MFirm 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
Experience
10 years in the industry.
- Warner Financial, Inc.May 2021 to now
- Intact TechnologyOct 2016 to May 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Warner Financial, Inc
$851.8MAssets managed
256Clients
4Advisers
21 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
- 7443748
- Firm CRD
- 135303