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Morton Jay Kessler

MKKS INVESTMENT ADVISORY SERVICES, INC·SHERMAN OAKS, California
Clean recordMKKS 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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