Leadership
Brian Kahl
Brian Kahl began working in the Financial Industry when he joined Prudential Preferred in 1990. From there he went on to be a Financial Advisor with Prudential Securities and Everen Securities (which today is known as Wells Fargo Advisors, formerly Wachovia Securities). He maintains both the Series 7 and Series 66 licenses, Ohio Life and Health license as well as attained the Accredited Investment Fiduciary (AIF) designation that is administered from Fiduciary 360 (fi360) with professional credentials conferred by the Center for Fiduciary Studies™
Over the last 25 years, he has focused on the corporate retirement plan marketplace, and in 1999 incorporated The Kahl Group, LLC as an independent advisory practice to provide services to both corporate and individual clientele.
Jennifer Kahl
Jennifer Kahl began with the Kahl Group in 2000. While there she focused on individual retirement planning with emphasis in the public sector. She remained with the Kahl Group until 2009 when she joined JP Morgan Chase Investment Services as Vice President, Financial Advisor. There she focused on developing relationships with banking partners to develop retirement strategies to compliment services offered through such partners. In 2012, she returned to The Kahl Group to oversee the private wealth management division and to work with the individual client base. Jennifer maintains her Life and Health licenses for the state of Ohio as well as Series 7 and Series 66 licenses.
Check the background of our investment professionals on FINRA’s BrokerCheck.
Investment advisory services provided by NewEdge Advisors, LLC doing business as The Kahl Group as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.
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