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Jonathan Kerner

EXOS ASSET MANAGEMENT LLC·NEW YORK, New York
Unclaimed Profile
31 E 32ND STREET, NEW YORK, NY 10016CRD# 3172256Firm CRD# 305706
01

About

Jonathan Kerner is a registered financial advisor based in NEW YORK, New York, affiliated with EXOS ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
EXOS ASSET MANAGEMENT LLC
EXOS ASSET MANAGEMENT LLC
AUM
$178M
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at EXOS ASSET MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3172256
Firm CRD# 305706
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Kerner offer?
Jonathan Kerner specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Jonathan Kerner's credentials?
Jonathan Kerner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Kerner located?
Jonathan Kerner is based in NEW YORK, New York, working with EXOS ASSET MANAGEMENT LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Jonathan Kerner charge for services?
Jonathan Kerner's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXOS ASSET MANAGEMENT LLC?
EXOS ASSET MANAGEMENT LLC has approximately 28 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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