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Jesse A Wohl

Kestra Investment Services, LLC

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About Jesse A Wohl

Jesse A Wohl is a registered representative with Kestra Investment Services, LLC. Jesse's registration began on 7/25/2014. Jesse has been in the financial services industry since 2014. Jesse holds the SIE and Series 7 securities licenses. Jesse is registered in Ohio.

Firm Information

Jesse Wohl is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

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.

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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Jesse Wohl’s Registration & Firm History

OH

07/25/2014 - Present

Kestra Investment Services, LLC (COLUMBUS OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesse A Wohl.
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