J
$239.2M Total AUM
$239.2M Disc. AUM
-- 3Y CAGR
4 Employees
44 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Merrill Lynch · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-26-1994
- Office Locations
- 2
Office Locations
100 N 6TH ST STE 620b Minneapolis MN
9298 Central AVE NE Suite 210 Blaine MN
About Jones Kertz & Associates, Inc.
Jones Kertz & Associates, Inc. is a Blaine-based RIA with 2 offices. The firm has been operating for 32 years. Managing $239.2M in total assets under management, with 4 advisory representatives. They custody assets with Fidelity/NFS and Merrill Lynch.
Team overview
53 AVG AGE
$59.8M AVG AUM / ADVISOR
$5.4M AVG AUM / CLIENT
15.2 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
32yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRIAN HAROLD KERTZ
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2464023
- Ownership
- 50% but less than 75%
Available
Available
Available
LINDA SUE WILKE
Chief Financial Officer, TREASURER
- CRD
- #2151254
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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M
MARGARET FLORENCE JONES
Principal
- CRD
- #1433814
Available
Available
Available
MICHAEL GREGORY MCCOOL
Owner
- CRD
- #2316059
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $239,207,535 | $5,200,164 |
| Non-Discretionary | $0 | -- |
| Total | $239,207,535 | $5,200,164 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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