Jared Kohl

Jared Kohl Email and Phone Number

Wealth Management Advisor, Partner at Tower Wealth Partners(formerly Koss Financial Group) @ Tower Wealth Partners
Jared Kohl's Location
Lewisburg, Pennsylvania, United States, United States
About Jared Kohl

Simplicity. Confidence. Freedom. Do these words come to mind when you think about your finances? They can, and they should. At Tower Wealth Partners, our office aims to simplify your life and take you through the financial planning process, step-by-step. With over 50 years of combined experience, we take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. We value building relationships; by understanding your unique circumstances, we desire to take the emotion out of investing and focus on the bigger picture, ultimately creating a distinctive plan that provides a road map for your financial journey. We realize there is more to life than just money –it’s about really living, and our business is about helping you build confidence and live more. For over 16 years I have been helping clients mitigate risk and develop sound investment plans. Tailoring a plan based off of clients’ goals is achieved through a discovery process to fully understand the meaning behind the money. Through my career I have experienced the ups and downs that the markets can offer which allows me to offer guidance in delivering sound advice and successful planning. Originally from the Susquehanna Valley and a 4th generation of Furmano Foods, Inc. I reside in Lewisburg with my wife Tracy and our four children—Alivia, Jack, Logan, and Meredith. Currently serving as the vice president of the Greater Susquehanna Valley Penn State Alumni Chapter, I am also a deacon at Reformed Baptist Church of Lewisburg. An avid fan and supporter of Penn State and Bucknell, I enjoy all sports, especially golf, football and basketball.

Jared Kohl's Current Company Details
Tower Wealth Partners

Tower Wealth Partners

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Wealth Management Advisor, Partner at Tower Wealth Partners(formerly Koss Financial Group)
Jared Kohl Work Experience Details
  • Tower Wealth Partners
    Wealth Management Advisor
    Tower Wealth Partners Aug 2006 - Present
    As a wealth management advisor of Tower Wealth Partners, I oversee the plans that we have in place for our valued clients. Since our clients well-being is a top priority and concern of our practice, managing risk is a key component in helping clients pursue their specific financial goals and objectives.

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    Tower Wealth may utilize third-party Websites, including social media Websites, blogs and other interactive content. Tower Wealth considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Tower Wealth generally retains copies of information that Tower Wealth or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Tower Wealth or the securities regulators.

    Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Tower Wealth’s advisory persons after entering into an advisory agreement and provided Tower Wealth with all requested background and account information.

    If you have any questions regarding our policies, please Contact Us at info@towerwp.com
  • Cfd Investments, Inc.
    Financial Advisor
    Cfd Investments, Inc. Oct 2003 - Jul 2006
    Opened my own practice focused on client needs. Provided holistic financial advice using detailed well thought out investment plans to secure long term goals.
  • Sunamerica Financial Group
    Financial Advisor
    Sunamerica Financial Group Jun 2001 - Oct 2003
    Managed the Richmond, VA office. Met with and advised clients as well as recruit and train college graduates in Financial Advising.

Jared Kohl Skills

Investments Insurance Finance Mutual Funds Securities Strategic Planning Multi Generational Wealth Planning Financial Analysis Retirement Planning

Jared Kohl Education Details

Frequently Asked Questions about Jared Kohl

What company does Jared Kohl work for?

Jared Kohl works for Tower Wealth Partners

What is Jared Kohl's role at the current company?

Jared Kohl's current role is Wealth Management Advisor, Partner at Tower Wealth Partners(formerly Koss Financial Group).

What is Jared Kohl's email address?

Jared Kohl's email address is ja****@****ail.com

What is Jared Kohl's direct phone number?

Jared Kohl's direct phone number is +157054*****

What schools did Jared Kohl attend?

Jared Kohl attended Penn State University, Sunbury Christian Academy.

What are some of Jared Kohl's interests?

Jared Kohl has interest in Family, God, Children, Psu Football And Basketball, Golf, Travel, Hunting, Expectations Women's Center.

What skills is Jared Kohl known for?

Jared Kohl has skills like Investments, Insurance, Finance, Mutual Funds, Securities, Strategic Planning, Multi Generational Wealth Planning, Financial Analysis, Retirement Planning.

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