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Chief Financial Officer, Chief Compliance Officer, Executive Vice President, Treasurer · Nicholas Co Inc

Jennifer R. Kloehn

CRD 4908751 · Named on Form ADV at one SEC-registered adviser

At a glance

Nicholas Co Inc, an SEC-registered asset manager based in Milwaukee, WI with $6.1 billion in regulatory assets, lists Jennifer R. Kloehn on its Form ADV as Chief Financial Officer, Chief Compliance Officer, Executive Vice President, Treasurer, a control person.

Firms and roles

  • Nicholas Co IncChief Financial Officer, Chief Compliance Officer, Executive Vice President, TreasurerAsset manager · Milwaukee, WI · $6.1B in regulatory assets

AtlasMembers

Jennifer’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 (7)

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

See all 7 free

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