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Kevin Janiec

Financial Coach

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About Kevin Janiec

Kevin Janiec is an Investment Advisor Representative with Financial Coach. Kevin has been in the industry since August 2013, serving clients in the West Chester, Pennsylvania area. Kevin holds the Series 63, Series 65, and Series 7 licenses, as well as the SIE exam certification. Financial Coach is a firm registered with the state of Pennsylvania and has approximately 346 million dollars under management, primarily from high-net-worth individuals and individuals other than high-net-worth. Kevin has been registered as an Investment Advisor Representative with Financial Coach since March 25, 2021. Prior to joining Financial Coach, Kevin was employed by The Vanguard Group, Inc. Kevin is a Certified Financial Planner and offers a variety of financial planning services, portfolio management for individuals, and educational seminars.

Firm Information

Kevin Janiec is currently registered with Financial Coach. Financial Coach is a Registered Investment Advisor based in WEST CHESTER, PA. The firm manages $346,775,812 in total assets and offers financial planning and portfolio management services to individuals. They work with both high net worth individuals and individuals other than high net worth.
Financial Coach

940 E. BOOT RD.

WEST CHESTER, PA 19380

$346.78M

Assets Under Management

15

Total Clients

5

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Kevin Janiec’s Registration & Firm History

PA

03/25/2021 - Present

Financial Coach (WEST CHESTER PA)

PA

08/05/2013 - 02/22/2021

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 11/06/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/14/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Janiec.
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