AdvisorOS Directory
Claim Profile
MK

Morton Jay Kessler

MKKS INVESTMENT ADVISORY SERVICES, INC·SHERMAN OAKS, California
Unclaimed Profile
15260 VENTURA BOULEVARD, SHERMAN OAKS, CA 91403CRD# 5247119Firm CRD# 142487
01

About

Morton Jay Kessler is a registered financial advisor based in SHERMAN OAKS, California, affiliated with MKKS INVESTMENT ADVISORY SERVICES, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
MKKS INVESTMENT ADVISORY SERVICES, INC
MKKS INVESTMENT ADVISORY SERVICES, INC
AUM
$228M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MKKS INVESTMENT ADVISORY SERVICES, INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Other: N/A
Regulatory
SEC/IARD CRD# 5247119
Firm CRD# 142487
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SHERMAN OAKS?

Browse all registered financial advisors in SHERMAN OAKS, California or claim this profile if it's yours.

Browse SHERMAN OAKS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Morton Jay Kessler offer?
Morton Jay Kessler specializes in Investment Management. Contact their office in SHERMAN OAKS, California for a consultation.
What are Morton Jay Kessler's credentials?
Morton Jay Kessler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Morton Jay Kessler located?
Morton Jay Kessler is based in SHERMAN OAKS, California, working with MKKS INVESTMENT ADVISORY SERVICES, INC. Their office serves clients in the SHERMAN OAKS metropolitan area and surrounding communities.
How does Morton Jay Kessler charge for services?
Morton Jay Kessler's firm is compensated through other: n/a. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MKKS INVESTMENT ADVISORY SERVICES, INC?
MKKS INVESTMENT ADVISORY SERVICES, INC has approximately 1 employees and manages $228M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SHERMAN OAKS
Peter John Chapman — MORPHEUS ADVISORS, LLCPhilip Francis Sheridan — MORPHEUS ADVISORS, LLCRaymond Charles Musci — MORPHEUS ADVISORS, LLCOfer Abarbanel — NEW YORK ALASKA ETF MANAGEMENT, LLCKristian James Blaszczynski — MORPHEUS ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile