Kevin Jarcho has been an investment adviser representative at Warner Financial since November 2021, and is not listed among the firm’s executive officers or direct owners.
Warner Financial, Inc is a Bethesda, MD firm with $852M under management, 256 clients and 4 advisers in one office, as of its February 2026 filing.
- Warner Financial, IncCurrent– present · 4 yearsBethesda, MD · Adviser representative · Firm CRD 135303
Investment adviser representative registrations
Kevin Jarcho is registered as an investment adviser representative in 2 states. Each was approved in November 2021.
- MarylandSince 22 November 2021
- TexasSince 22 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 November 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kevin Scott Jarcho
- CRD
- 7443748
- Firm
- Warner Financial · CRD 135303
- Office
- 4550 MONTGOMERY AVE, SUITE 352 NORTH, Bethesda, MD 20814
- Registration
- Investment adviser registration
- In the industry since
- November 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Kevin Jarcho work?
Kevin Jarcho is an investment adviser representative registered through Warner Financial, Inc since November 2021, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Jarcho a financial advisor?
Yes. Kevin Jarcho has a current investment-adviser registration in Maryland and Texas, through Warner Financial since November 2021.
How many years of experience does Kevin Jarcho have?
Kevin Jarcho has 4 years in the financial industry, since November 2021, across 1 adviser firm.
What exams has Kevin Jarcho passed?
Kevin Jarcho passed the Series 65 in November 2021.
Where is Kevin Jarcho based?
Kevin Jarcho’s registered office is in Bethesda, MD.
Is Kevin Jarcho registered with FINRA?
No. Kevin Jarcho has no current broker registration.
How can I verify Kevin Jarcho’s record?
Search CRD 7443748 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Jarcho’s full registration record.
