Jan B. Kuha

J. BENJAMIN FINANCIAL

Mount Pleasant, SC 29464

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CRD#: 5952528

Professional summary

Jan Benjamin Kuha, who also goes by Jan Benjamin Kuha, Jan Kuha, is a registered financial advisor currently at J. BENJAMIN FINANCIAL, LLC located in Mount Pleasant, South Carolina.

Jan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jan Benjamin Kuha | Jan Kuha

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. Blue Granite Insurance, LLC; Non investment related; 498 Wando Park Blvd Suite 1125 Mt Pleasant, SC 29464; Property, Casualty and Marine Insurance; Owner; Start Date: July 2018; 25 hours per month devoted to this activity; 1 hours devoted to this other business during trading hours; duties include processing quotes and binding policies. 2. JHJ Wellness; not investment-related; Charlestown, SC; Nutrition & Supplement Store; Managing Member & Partial Owner (33%); Start Date: 10/01/2019; 6 hours devoted to this business per month; 0 hours devoted during trading hours; duties include managing finances and some outside sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jan Benjamin Kuha'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®

None

Experience

Current

July 1, 2016 - Present

J. BENJAMIN FINANCIAL, LLC

Office #1: 757 Johnnie Dodds Blvd Suite 101, Mount Pleasant, SC 29464

RIA

CRD#: 283990

Mount Pleasant, SC

Past

November 8, 2011 - July 6, 2016

EDWARD JONES

RIA

CRD#: 250

NORTH CHARLESTON, SC

Past

August 25, 2011 - July 6, 2016

EDWARD JONES

CRD#: 250

NORTH CHARLESTON, SC

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
(4/5/2017)

IAR

South Carolina
(7/1/2016)

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 66

Date: 9/9/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/6/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/24/2011

General Securities Representative Examination

Current Firm

J. BENJAMIN FINANCIAL, LLC

CRD#: 283990 / SEC#: 801-107987

RIA

Registered Investment Advisory firm - (12/5/2016 Terminated)

North Carolina

Registered Investment Advisory firm - (4/11/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/5/2017 Approved)

South Carolina

Registered Investment Advisory firm - (11/29/2016 Approved)

Texas

Registered Investment Advisory firm - (3/24/2025 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

757 Johnnie Dodds Blvd Suite 101, Mount Pleasant, SC 29464

Mailing Address

Phone number

(843) 352-3262

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	321
AUM (Assets Under Management)	$ 31,656,625

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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Jan B. Kuha

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jan Benjamin Kuha's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. BENJAMIN FINANCIAL, LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 9/9/2011

SIE

Date: 7/6/2016

Series 7

Date: 8/24/2011

Current Firm

J. BENJAMIN FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

J. BENJAMIN FINANCIAL, LLC

TRUST BUT VERIFY

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