Edward Kohlhepp has been President & CEO of Kohlhepp Investment Advisors since December 2012, is a control person of the firm and directly owns between 50% and 75% of it. Edward Kohlhepp holds a Bachelor of Science in Marketing from Fairfield University and a Master of Business Administration from Pennsylvania State University.
Kohlhepp Investment Advisors, LTD. is a Doylestown, PA firm with $205M under management, 201 clients and 3 advisers in one office, as of its March 2026 filing.
Edward J. Kohlhepp, Jr. is President and CEO of Kohlhepp Investment Advisors, Ltd., based in Doylestown, Pennsylvania. He joined the firm in July 2000; before that he worked for the Walt Disney Company and the Vanguard Group. He is also a member of the Financial Planning Association.
- – present · 24 yearsDoylestown, PA · Adviser representative · Firm CRD 113989
Professional designations
Listed by Kohlhepp Investment Advisors
- CFP®
Investment adviser representative registrations
Edward Kohlhepp is registered as an investment adviser representative in 2 states. The first approvals date from February 2002; the most recent is Texas, in September 2022.
- PennsylvaniaSince 15 February 2002
- TexasSince 13 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 11 May 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 August 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 December 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 November 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Edward Joseph Kohlhepp
- CRD
- 2814743
- Firm
- Kohlhepp Investment Advisors · CRD 113989
- Role
- President & CEO
- Office
- 3655 ROUTE 202, SUITE 100, Doylestown, PA 18902
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1996
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- kohlheppadvisors.com
Where does Edward Kohlhepp work?
Edward Kohlhepp has been President & CEO of Kohlhepp Investment Advisors, LTD. since December 2012, and is a control person of the firm.
Is Edward Kohlhepp a financial advisor?
Yes. Edward Kohlhepp has a current investment-adviser registration in Pennsylvania and Texas, through Kohlhepp Investment Advisors since February 2002.
How many years of experience does Edward Kohlhepp have?
Edward Kohlhepp has 29 years in the financial industry, since December 1996, across 1 adviser firm.
What exams has Edward Kohlhepp passed?
Edward Kohlhepp has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 7. The earliest, the Series 63, was passed in November 1996. FINRA credited Edward Kohlhepp with the SIE, which began in October 2018.
Where is Edward Kohlhepp based?
Edward Kohlhepp’s registered office is in Doylestown, PA.
Is Edward Kohlhepp registered with FINRA?
Yes. Edward Kohlhepp has a current broker registration, under CRD 2814743.
Source: FINRA BrokerCheck
Is Edward Kohlhepp a CFP?
Kohlhepp Investment Advisors lists Edward Kohlhepp with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Edward J. Kohlhepp, Jr. biography, kohlheppadvisors.com
How can I verify Edward Kohlhepp’s record?
Search CRD 2814743 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Edward Kohlhepp’s full registration record.
