Jared Kohlenberg has been an investment adviser representative at Redwood Holdings since September 2023, and is not listed among the firm’s executive officers or direct owners.
Redwood Holdings, LLC is a Santa Monica, CA firm with $837M under management, 243 clients and 3 advisers in one office, as of its April 2026 filing.
Jared Kohlenberg’s longest registration was 4 years at Morgan Stanley (2019–2023). Before joining Redwood Holdings in 2023, Jared Kohlenberg was registered through Morgan Stanley.
- – present · 3 yearsWest Bloomfield, MI · Adviser representative · Firm CRD 173916
- Morgan Stanley– · 4 yearsBirmingham, MI · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Jared Kohlenberg is registered as an investment adviser representative in 4 states. The first approvals date from September 2023; the most recent is South Carolina, in December 2025.
- MichiganSince 26 September 2023
- North CarolinaSince 15 December 2025
- South CarolinaSince 17 December 2025
- VirginiaSince 12 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 10 November 2023 |
| Series 31 | Futures Managed Funds Examination | 13 May 2019 |
| Series 66 | Uniform Combined State Law Examination | 29 March 2019 |
| Series 7TO | General Securities Representative Examination | 1 March 2019 |
| SIE | Securities Industry Essentials Examination | 1 February 2019 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jared Loren Kohlenberg
- CRD
- 6340428
- Firm
- Redwood Holdings · CRD 173916
- Office
- West Bloomfield, MI
- Registration
- Investment adviser registration
- In the industry since
- February 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Jared Kohlenberg work?
Jared Kohlenberg is an investment adviser representative registered through Redwood Holdings, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jared Kohlenberg a financial advisor?
Yes. Jared Kohlenberg has a current investment-adviser registration in Michigan, North Carolina, South Carolina and Virginia, through Redwood Holdings since September 2023.
How many years of experience does Jared Kohlenberg have?
Jared Kohlenberg has 7 years in the financial industry, since February 2019, across 2 adviser firms.
What exams has Jared Kohlenberg passed?
Jared Kohlenberg has passed 5 licensing exams: the SIE, Series 7TO, Series 66, Series 31 and Series 6TO. The earliest, the SIE, was passed in February 2019.
Where is Jared Kohlenberg based?
Jared Kohlenberg’s registered office is in West Bloomfield, MI.
Is Jared Kohlenberg registered with FINRA?
No. Jared Kohlenberg has no current broker registration.
How can I verify Jared Kohlenberg’s record?
Search CRD 6340428 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jared Kohlenberg’s full registration record.