This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

REDWOOD WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

4

Exams

S66

First exam

Mar 29, 2019

First registration

Mar 29, 2019

Dual registered

no

Other names

Jared Kohlenberg

IAPD individual key

6340428

• Occurred

  Sep 29, 2023
  Advisor changed firm

  Jared Loren Kohlenberg left Morgan Stanley for Redwood Wealth Management, Llc (registered 2024-12-16)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:33f789ba-9a6d-b351-8d2c-228f9b0990e2

First observed

Mar 29, 2019

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.