AdvisorOS Directory
Claim Profile
Unclaimed Profile
JK

Jeffrey Ian Kerstine

GREYSTONE INVESTMENT MANAGEMENT, LLC·CINCINNATI, Ohio
Clean record23 years registeredGREYSTONE INVESTMENT MANAGEMENT, LLC
3805 EDWARDS ROAD, CINCINNATI, OH 45209CRD# 4369680Firm CRD# 111084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Ian Kerstine · CINCINNATI, OH
Registration
CRD #4369680 · GREYSTONE INVESTMENT MANAGEMENT, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

FIFTH THIRD WEALTH ADVISORS LLC
Jun 2024 – present
TRUIST ADVISORY SERVICES, INC.
Jul 2021 – May 2024
DALLAS, TX
GREYSTONE INVESTMENT MANAGEMENT, LLC
Jun 2003 – Jul 2016
CINCINNATI, OH
02

Registrations & Exams

Registration record
First registered · June 25, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREYSTONE INVESTMENT MANAGEMENT, LLC
CRD 111084 · SEC 801-58150
AUM
$301M
Regulatory assets under management
Employees
7
325 client accounts
Services offered by GREYSTONE INVESTMENT MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at GREYSTONE INVESTMENT MANAGEMENT, LLC →
Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CINCINNATI?

Browse all registered financial advisors in CINCINNATI, Ohio or claim this profile if it's yours.

Browse CINCINNATI AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jeffrey Ian Kerstine offer?
Jeffrey Ian Kerstine specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.
What are Jeffrey Ian Kerstine's credentials?
Jeffrey Ian Kerstine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Ian Kerstine located?
Jeffrey Ian Kerstine is based in CINCINNATI, Ohio, working with GREYSTONE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Jeffrey Ian Kerstine charge for services?
Jeffrey Ian Kerstine's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREYSTONE INVESTMENT MANAGEMENT, LLC?
GREYSTONE INVESTMENT MANAGEMENT, LLC has approximately 7 employees and manages $301M 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 at GREYSTONE INVESTMENT MANAGEMENT, LLC

Michael Robert Reed
CINCINNATI, OH
Peter Frederic Levin
CINCINNATI, OH

More Advisors in CINCINNATI, Ohio

Cern William Basher
ASPIRING VENTURES, LLC·CINCINNATI, OH
John Christopher Lame
LENOX WEALTH MANAGEMENT, INC.·CINCINNATI, OH
Edward Blake Moore
TOUCHSTONE ADVISORS INC·CINCINNATI, OH
Kara Elizabeth Busener
EAGLE REALTY CAPITAL PARTNERS, LLC·CINCINNATI, OH
Neil Robert Bourgeois
QUEEN CITY CAPITAL MANAGEMENT, LLC·CINCINNATI, OH
CFP
Jacob Jeffrey Walker
CLARIFY WEALTH MANAGEMENT, INC.·CINCINNATI, OH
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)AKRON (50)DUBLIN (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)BROOKLYN (24)
City Guides
COLUMBUS GuideCLEVELAND GuideBEACHWOOD GuideAKRON GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile