Jared Kohl
Tower Wealth Partners · Lewisburg, Pennsylvania
Jared Kohl is a fee-only financial advisor at Tower Wealth Partners in Lewisburg, Pennsylvania. Tower Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Founders
- Executives
- Physicians
- Retirees
Facts
| Firm | Tower Wealth Partners |
|---|---|
| Based in | Lewisburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $440.4M across 1,842 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4442075 |
| Exams passed | Series 63 (2001) · Series 65 (2017) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.towerwp.com |
| Profile |
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Questions about Jared
Is Jared Kohl a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jared holds no broker registration, and Tower Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jared charge for financial advice?
Jared's firm, Tower Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jared Kohl based?
Jared Kohl is based in Lewisburg, Pennsylvania.
Is Jared Kohl registered with the SEC?
Yes. Jared Kohl is registered as an investment adviser representative in PA (CRD 4442075), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tower Wealth Partners manage?
Tower Wealth Partners reports $440.4M across 1,842 accounts in assets under management.
How do I contact Jared Kohl?
Through Jared's website, www.towerwp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Tower Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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