Jeffrey S. Karst
PATHWAYS ADVISORY GROUP
Fresno, CA 93711
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CRD#: 5932457
Professional summary
Jeffrey Scott Karst, CFP® is a registered financial advisor currently at PATHWAYS ADVISORY GROUP, INC. located in Fresno, California.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jeffrey has worked at 1 firm and has passed the Series 65 exam.
Biography
Jeff and his wife, Angela, have been married since 2005. In May 2010, they welcomed their two children, twin girls Alexandria and Addison. In December 2011, they bought a home in the community of Appaloosa Acres with their primary thought to just get out of the city. Since then, they have grown into part-time farmers with a small garden, horses, goats, chickens, ducks, geese, and (if Angela gets her way) more animals on the way. Jeff and Angela also enjoy CrossFit, the outdoors, spending time with family, and traveling.
Question & Answer
What are your service offerings?
Tax Planning
Retirement Planning
Investment Planning
Education Planning
Comprehensive Financial Planni...
Social Security Planning
Estate Planning
Do you have an area of expertise or specialization?
College/Education Planning
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Scott Karst's 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®
CFP®
Start date: 2012
Experience
Current
July 11, 2011 - Present
PATHWAYS ADVISORY GROUP, INC.
Office #1: 684 West Cromwell Avenue Suite 103, Fresno, CA 93711RIA
CRD#: 143817
Fresno, CA
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".
PATHWAYS ADVISORY GROUP, INC.
PATHWAYS ADVISORY GROUP, INC.
CRD#: 143817 / SEC#: 801-67921
RIA
Registered Investment Advisory firm - (6/8/2007 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
California(7/11/2011)
Current Firm
PATHWAYS ADVISORY GROUP, INC.
PATHWAYS ADVISORY GROUP, INC.
CRD#: 143817 / SEC#: 801-67921
RIA
Registered Investment Advisory firm - (6/8/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
684 West Cromwell Avenue Suite 103, Fresno, CA 93711
Mailing Address
Phone number
(559) 431-4700
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 929 |
| AUM (Assets Under Management) | $ 275,690,147 |
Red Flags
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Company Information
PATHWAYS ADVISORY GROUP, INC.
CRD#: 143817Fresno, CA 93711TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
