Chief Compliance Officer/managing Director · Navista Wealth Management, Inc.
Jennifer A. Kosola
CRD 1679380 · Named on Form ADV at one SEC-registered adviser
At a glance
Navista Wealth Management, Inc., an SEC-registered wealth manager based in Minnetonka, MN with $710 million in regulatory assets, lists Jennifer A. Kosola on its Form ADV as Chief Compliance Officer/managing Director, a control person.
Firms and roles
- Navista Wealth Management, Inc.Chief Compliance Officer/managing DirectorWealth manager · Minnetonka, MN · $710M 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
- 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
- Robert A. BjorkPresident and Vice President, Navista Wealth Management, Inc.
- Allyson B. PearsonDirector of Operations, Navista Wealth Management, Inc.
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.