Jonathan G. Kassouf

KASSOUF WEALTH ADVISORS

Birmingham, AL 35205-4022

Some features on this profile are disabled

CRD#: 7177481

Professional summary

Jonathan Gerard Kassouf, who also goes by Jonathan Kassouf, is a registered financial advisor currently at KASSOUF WEALTH ADVISORS, LLC located in Birmingham, Alabama.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jonathan has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan Kassouf

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.

Kassouf & Co., P.C. Non Investment Related 2101 Highland Ave. S., Ste. 300, Birmingham, AL 35205 Public Accounting Firm Director 01/2008 170 hours 100% CPA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Gerard Kassouf'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

January 13, 2020 - Present

KASSOUF WEALTH ADVISORS, LLC

Office #1: 2101 Highland Avenue South Suite 650, Birmingham, AL 35205-4022

RIA

CRD#: 122683

Birmingham, AL

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".

KASSOUF WEALTH ADVISORS, LLC

KASSOUF WEALTH ADVISORS, LLC | SUMMIT WEALTH MANAGEMENT, LLC

CRD#: 122683 / SEC#: 801-67293

RIA

Registered Investment Advisory firm - (11/13/2006 Approved)

Alabama

Registered Investment Advisory firm - (1/9/2007 Terminated)

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).

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

Alabama
(1/13/2020)

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

Current Firm

KASSOUF WEALTH ADVISORS, LLC

KASSOUF WEALTH ADVISORS, LLC | SUMMIT WEALTH MANAGEMENT, LLC

CRD#: 122683 / SEC#: 801-67293

RIA

Registered Investment Advisory firm - (11/13/2006 Approved)

Alabama

Registered Investment Advisory firm - (1/9/2007 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2101 Highland Avenue South Suite 650, Birmingham, AL 35205-4022

Mailing Address

Phone number

(205) 776-0100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KASSOUF WEALTH ADVISORS, LLC DISCLOSURE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	421
AUM (Assets Under Management)	$ 402,376,008

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
05/01/2024	Cover Page	Report
02/27/2023	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.

Similar Advisors

Martin Wheeler

OSAIC WEALTH, INC.

IAR

Birmingham, AL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jonathan G. Kassouf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Gerard Kassouf's CRS (Customer Relationship Summary).

Certified licenses

Experience

KASSOUF WEALTH ADVISORS, LLC

Primary Firm SEC Registration

KASSOUF WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

KASSOUF WEALTH ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KASSOUF WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors