Jeffrey Karst
Pathways Advisory Group · Fresno, California
Jeffrey Karst is a fee-only financial advisor at Pathways Advisory Group in Fresno, California. Pathways Advisory Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Pathways Advisory Group |
|---|---|
| Based in | Fresno, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $388.5M across 1,013 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5932457 |
| Exams passed | Series 65 (2011) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.pathwaysadvisorygroup.com |
How Jeffrey's firm compares
- Pathways Advisory Group's average account is about $383,000, from its Form ADV (assets managed divided by 1,013 accounts).
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Questions about Jeffrey
Is Jeffrey Karst a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Pathways Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Pathways Advisory Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jeffrey Karst based?
Jeffrey Karst is based in Fresno, California.
Is Jeffrey Karst registered with the SEC?
Yes. Jeffrey Karst is registered as an investment adviser representative in CA (CRD 5932457), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pathways Advisory Group manage?
Pathways Advisory Group reports $388.5M across 1,013 accounts in assets under management.
How do I contact Jeffrey Karst?
Through Jeffrey's website, www.pathwaysadvisorygroup.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
- 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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