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Director (board Member) · Ameriserv Wealth Advisors Inc

James D. Kohley

CRD 4375219 · Named on Form ADV at one SEC-registered adviser

At a glance

Ameriserv Wealth Advisors Inc, an SEC-registered asset manager based in Johnstown, PA with $1.1 billion in regulatory assets, lists James D. Kohley on its Form ADV as Director (board Member), a control person.

Firms and roles

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

  • Jerome M. AdamsChairman of the Board, Ameriserv Wealth Advisors Inc
  • Jeffrey A. StopkoDirector (board Member), Ameriserv Wealth Advisors Inc
  • Michael D. LynchExecutive Vice President, Chief Financial Officer, Chief Investment Officer & Chief Risk Officer of Ameriserv Financial, Inc., Ameriserv Wealth Advisors Inc
  • Frank J. LapinskyPresident & Chief Executive Officer, Ameriserv Wealth Advisors Inc
  • Richard W BloomingdaleVice Chairman of the Board, Ameriserv Wealth Advisors Inc

3 more people named with James on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.