Overview
Assets Under Management: $206 million
Headquarters: BLAINE, MN
High-Net-Worth Clients: 38
Average Client Assets: $5 million
Frequently Asked Questions
JONES KERTZ & ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104976), JONES KERTZ & ASSOCIATES, INC. is subject to fiduciary duty under federal law.
JONES KERTZ & ASSOCIATES, INC. is headquartered in BLAINE, MN.
JONES KERTZ & ASSOCIATES, INC. serves 38 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, JONES KERTZ & ASSOCIATES, INC. offers portfolio management for individuals. View all service details ↓
JONES KERTZ & ASSOCIATES, INC. manages $206 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, JONES KERTZ & ASSOCIATES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.68
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 47
Discretionary Accounts: 47
Regulatory Filings
CRD Number: 104976
Last Filing Date: 2025-02-19 00:00:00
Website: https://jka-email.com