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Jared Loren Kohlenberg

Redwood Wealth Management, LLC

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About Jared Loren Kohlenberg

Jared Loren Kohlenberg is a financial advisor currently registered with Redwood Wealth Management, LLC. Jared is a licensed Investment Advisor Representative (IAR) in Michigan. Previously Jared was registered with Purshe Kaplan Sterling Investments in Albany, New York and Morgan Stanley in Birmingham, Michigan. Jared has worked in the financial industry since 2019 and has a combined total of four product exams and one state exam. Jared specializes in financial planning and portfolio management for individuals.

Firm Information

Jared Kohlenberg is currently registered with Redwood Wealth Management, LLC. Redwood Wealth Management, LLC is a Santa Monica, CA-based registered investment advisor with $381 million in regulatory assets under management. The firm provides portfolio management for individuals and selection of other advisors. Redwood Wealth Management, LLC primarily serves high-net-worth individuals and individuals other than high-net-worth.
Redwood Wealth Management, LLC

429 SANTA MONICA BLVD

SANTA MONICA, CA 90401

$381.00M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jared Kohlenberg’s Registration & Firm History

CA

01/06/2024 - Present

Redwood Wealth Management, LLC (SANTA MONICA CA)

MI

11/10/2023 - 05/15/2024

PURSHE KAPLAN STERLING INVESTMENTS (Oak Park MI)

MI

03/01/2019 - 09/29/2023

MORGAN STANLEY (Birmingham MI)

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Licenses & Designations

BOTH

Issued 03/29/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/10/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/13/2019

Series 31 - Futures Managed Funds Examination

BC

Issued 03/01/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/01/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Loren Kohlenberg.
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