Jared F. Kohl

TOWER WEALTH PARTNERS

Lewisburg, PA 17837

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CRD#: 4442075

Professional summary

Jared Furman Kohl is a registered financial advisor currently at TOWER WEALTH PARTNERS located in Lewisburg, Pennsylvania.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jared has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Insurance licensed. Same address. Non-advisory. Less than 10% of business time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Furman Kohl's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 29, 2020 - Present

TOWER WEALTH PARTNERS

Office #1: 1000 Market Street, Lewisburg, PA 17837

RIA

CRD#: 310461

Lewisburg, PA

Past

October 1, 2020 - December 31, 2024

J. ALDEN ASSOCIATES, INC.

CRD#: 40002

Lewisburg, PA

Past

April 7, 2017 - October 2, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

LEWISBURG, PA

Past

November 10, 2015 - October 2, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

LEWISBURG, PA

Past

August 8, 2006 - November 11, 2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

LEWISBURG, PA

Past

October 28, 2003 - August 7, 2006

CFD INVESTMENTS, INC.

CRD#: 25427

RICHMOND, VA

Past

August 23, 2001 - October 27, 2003

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TOWER WEALTH PARTNERS

TOWER WEALTH PARTNERS | TOWER WEALTH PARTNERS, INC.

CRD#: 310461 / SEC#: 801-119415

RIA

Registered Investment Advisory firm - (9/8/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(9/29/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/30/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/29/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/15/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/22/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TOWER WEALTH PARTNERS

TOWER WEALTH PARTNERS | TOWER WEALTH PARTNERS, INC.

CRD#: 310461 / SEC#: 801-119415

RIA

Registered Investment Advisory firm - (9/8/2020 Approved)

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Contact information

Main Address

1000 Market Street, Lewisburg, PA 17837

Mailing Address

Phone number

(570) 524-7200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TOWER WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (4/25/2025)

Regulatory assets under management

Total Number of Accounts	687
AUM (Assets Under Management)	$ 350,469,868

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/08/2025	Cover Page	Report
04/29/2024	Cover Page	Report
06/28/2023	Cover Page	Report
06/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jared F. Kohl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Furman Kohl's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. ALDEN ASSOCIATES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CFD INVESTMENTS, INC.

SUNAMERICA SECURITIES, INC.

Primary Firm SEC Registration

TOWER WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/30/2017

Series 63

Date: 8/29/2001

SIE

Date: 10/1/2018

Series 7

Date: 5/15/2006

Series 6

Date: 8/22/2001

Current Firm

TOWER WEALTH PARTNERS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TOWER WEALTH PARTNERS

TRUST BUT VERIFY

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