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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-07-2020
- Office Locations
- 1
Office Locations
About J Kaiser Management, LLC
J Kaiser Management, LLC is a founder-led advisory in Ladysmith, WI serving retail investors, including entrepreneurs and athletes. The firm provides financial and estate planning support plus insurance/life insurance guidance, and primarily builds portfolios using ETFs (alongside other listed equities and cash). It custodies with Interactive Brokers and is positioned around strategy, investments, corporate governance, and public affairs.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jonathan Philip Kaiser
Chief Compliance Officer, President
- CRD
- #7236740
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $305,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $305,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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