JONES KERTZ & ASSOCIATES, INC.

BLAINE, Minnesota·4 registered advisors·CRD# 104976
SEC# 801-1126130612-341-2218
01

Firm Overview

AUM
$181M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at JONES KERTZ & ASSOCIATES, INC.

4 registered advisors
Brian Harold Kertz
BLAINE, Minnesota
Linda Sue Wilke
BLAINE, Minnesota
Margaret Florence Jones
MINNEAPOLIS, Minnesota
Rose Marie Hanson
MINNEAPOLIS, Minnesota
05

Office Locations

BLAINE, Minnesota
2 advisors
MINNEAPOLIS, Minnesota
2 advisors

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Data sourced from SEC Form ADV filings. JONES KERTZ & ASSOCIATES, INC. (CRD# 104976) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.