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Jared K

CFP®, ChFC®, Series 66

Lutz, FL

Edward Jones

Jared Kohn is a financial advisor at Edward Jones in Lutz, FL, holding the CFP®, ChFC®, and Series 66 designations with 11 years of industry experience, all with Edward Jones since 2015. He serves as a member at large for Congregation Beth Am in Tampa, facilitating community and outreach events, and also performs wedding ceremonies as a Notary Public. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy General retirement planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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