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Detailed Report
JENNIFER FRANCES KAHL
JENNIFER FRANCES WHITAKER
CRD#: 4182272
IA
Investment Adviser
B
Broker
NEWEDGE ADVISORSCRD#: 171351 1991 Crocker Road
Suite 600
Westlake, OH 44145
NEWEDGE SECURITIES, LLCCRD#: 10674 1991 CROCKER ROAD
SUITE 600
WESTLAKE, OH 44145
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2009 - 2012 (2 years)IANEWEDGE ADVISORS (CRD# 171351)2021 - Present (3 years)BNEWEDGE SECURITIES, LLC (CRD# 10674)2019 - Present (5 years)BMID ATLANTIC CAPITAL CORPORATION (CRD# 10674)2013 - 2017 (4 years)BMID ATLANTIC CAPITAL CORPORATION (CRD# 10674)2001 - 2009 (7 years)IAMID ATLANTIC FINANCIAL MANAGEM... (CRD# 109771)2013 - 2021 (8 years)
Disclosure(s)
View By:
3/7/2012
Employment Separation After Allegations
License(s)

State Registrations

B
Ohio 6/24/2019
IA
Ohio 11/1/2021

SRO Registrations

B
 FINRA
B
 Nasdaq Stock Market

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
NEWEDGE ADVISORS (CRD#:171351)
1991 Crocker Road Suite 600, Westlake, OH 44145
Registered with this firm since 11/1/2021
B
NEWEDGE SECURITIES, LLC (CRD#:10674)
1991 CROCKER ROAD SUITE 600, WESTLAKE, OH 44145
Registered with this firm since 6/24/2019
Previous Registration(s)
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IA
 04/25/2013 - 11/01/2021 MID ATLANTIC FINANCIAL MANAGEMENT, INC. (CRD#:109771) WESTLAKE, OH
B
 04/16/2013 - 09/22/2017 MID ATLANTIC CAPITAL CORPORATION (CRD#:10674) AVON, OH
IA
 10/19/2009 - 03/26/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) ROCKY RIVER, OH
B
 10/19/2009 - 03/26/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) ROCKY RIVER, OH
B
 12/19/2001 - 10/09/2009 MID ATLANTIC CAPITAL CORPORATION (CRD#:10674) PITTSBURGH, PA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.