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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Kiehl is a financial advisor with Evenkiehl, LLC. Jonathan has been a registered Investment Advisor representative since July 30, 2021. He is also a Certified Financial Planner. Jonathan specializes in providing financial planning and portfolio management services to individuals, charitable organizations, and high-net-worth individuals. Evenkiehl, LLC manages approximately $10,146,056 in assets, with a focus on providing discretionary investment management services. The firm also offers fixed fees and percentage of assets compensation arrangements.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
07/30/2021 - Present
Evenkiehl, LLC (LANCASTER PA)
IA
Issued 02/02/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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