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Jonathan Kiehl

Jonathan Kiehl

EVENKIEHL
Lancaster, PA
Some features on this profile are disabled
CRD#: 7034570
Jonathan Kiehl

Professional summary

Jonathan Kiehl, CFP®, who also goes by Jonathan E. Kiehl, Jonathan Emanuel Kiehl, is a registered financial advisor currently at EVENKIEHL, LLC located in Lancaster, Pennsylvania.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jonathan has worked at 2 firms and has passed the Series 65 exam.

Core Areas of Focus

AUM
Charitable Giving
Investment Advice with Ongoing Management
Socially Responsible Investments
Special Needs Planning
Tax Planning

Biography

Jonathan spent over a decade working on time machines for Rolex Watch, USA before entering the financial services industry in 2015. Serving as Rolex’s technical instructor allowed him to develop analytical skills, an eye for detail and a passion to educate: all skills he now enjoys applying to his clients’ financial plans. As a CERTIFIED FINANCIAL PLANNER™, Jonathan is dedicated to maintaining a high standard of education. In addition to being a CFP®, he received his Bachelor of Science in Business Administration from Elizabethtown College and his MBA in Personal Financial Planning from Indiana Wesleyan University.

Question & Answer

What are your service offerings?
Insurance Planning
Tax Planning
Socially Responsible Investing
Education Planning
Comprehensive Financial Planni...
Retirement Planning
Life Transitions
Investment Planning
Are you a "fiduciary"?
Yes

Aliases

Jonathan E. Kiehl | Jonathan Emanuel Kiehl

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Kiehl'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®

Certified Financial Planner

Start date: 2020

Experience

Current

July 30, 2021 - Present

EVENKIEHL, LLC

RIA
CRD#: 314795
Lancaster, PA
Past

November 14, 2018 - May 26, 2021

STEWARDSHIP ADVISORS, LLC

RIA
CRD#: 277099
MOUNT JOY, PA

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
(7/30/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/2/2017
Uniform Investment Adviser Law Examination

Current Firm

EVENKIEHL, LLC
EVENKIEHL, LLC
EVENKIEHL, LLC

CRD#: 314795 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (7/30/2021 Approved)
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Contact information

Main Address
Lancaster, PA
Mailing Address
Phone number
(717) 725-6256
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts109
AUM (Assets Under Management)$ 13,455,663

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.

Company Information

EVENKIEHL, LLC

EVENKIEHL, LLC

CRD#: 314795Lancaster, PA

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Contact information

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