President · Pathways Advisory Group, Inc.
Jeffrey S. Karst
CRD 5932457 · Named on Form ADV at one SEC-registered adviser
At a glance
Pathways Advisory Group, Inc., an SEC-registered wealth manager based in Fresno, CA with $388 million in regulatory assets, lists Jeffrey S. Karst on its Form ADV as President, a control person.
Firms and roles
- Pathways Advisory Group, Inc.PresidentWealth manager · Fresno, CA · $388M in regulatory assets
AtlasMembers
Jeffrey’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Dustin J. SmithVice-President, Pathways Advisory Group, Inc.
- Nicole L. SwansonSecretary, Chief Compliance Officer, Pathways Advisory Group, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.