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Jonathan Gerard Kassouf

OwnerKassouf Wealth Advisors, LLCCRD 7177481

About Jonathan Gerard Kassouf

Jonathan Gerard Kassouf is listed as Owner at Kassouf Wealth Advisors, LLC in Birmingham, AL. Form ADV reports a beneficial ownership band of Under 5%. Jonathan Gerard Kassouf is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Kassouf Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jonathan Gerard Kassouf work?

Jonathan Gerard Kassouf is listed as Owner at Kassouf Wealth Advisors, LLC on SEC Form ADV.

How much of Kassouf Wealth Advisors, LLC does Jonathan Gerard Kassouf own?

Form ADV reports a beneficial ownership band of Under 5%.

Kassouf Wealth Advisors, LLC

TitleOwner
OwnershipUnder 5%
Control personNo
Since2026

Kassouf Wealth Advisors, LLC

TitleOwner
Ownership25-50%
Control personYes
Since2026