Unclaimed Profile

Morton Jay Kessler

MKKS INVESTMENT ADVISORY SERVICES, INC·SHERMAN OAKS, California

Series 65Clean record17 years registeredMKKS INVESTMENT ADVISORY SERVICES, INC

15260 VENTURA BOULEVARD, SHERMAN OAKS, CA 91403CRD# 5247119Firm CRD# 142487

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Morton Jay Kessler · SHERMAN OAKS, CA

Registration

CRD #5247119 · MKKS INVESTMENT ADVISORY SERVICES, INC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MKKS INVESTMENT ADVISORY SERVICES, INC

MKKS INVESTMENT ADVISORY SERVICES, INC

Mar 2009 – Mar 2018

SHERMAN OAKS, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 13, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MKKS INVESTMENT ADVISORY SERVICES, INC

CRD 142487 · SEC 801-69946

AUM

$228M

Regulatory assets under management

Employees

110 client accounts

Services offered by MKKS INVESTMENT ADVISORY SERVICES, INC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MKKS INVESTMENT ADVISORY SERVICES, INC →

Introduction

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Frequently Asked Questions

What services does Morton Jay Kessler offer?

Morton Jay Kessler specializes in Investment Management.

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, last registered with MKKS INVESTMENT ADVISORY SERVICES, INC.

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.

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