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Jones Kertz & Associates, Inc.

● SEC registered since 2018CRD 104976SEC# 801-112613Blaine, MN
Export (members)
Reg. AUM
$206.2M
Employees
4
Accounts
47
Location
Blaine, MN

Jones Kertz & Associates, Inc. assets under management

Jones Kertz & Associates, Inc. is an SEC-registered investment adviser based in Blaine, MN. The firm has been registered since 2018. It reports $206.2 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Jones Kertz & Associates, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Brian Harold Kertz ControlChief Executive Officer/President/Chief Compliance Officer50-75%2014
Linda Sue Wilke ControlChief Financial Officer/Treasurer50-75%2014

Frequently asked questions

How much does Jones Kertz & Associates, Inc. manage?

Jones Kertz & Associates, Inc. reports $206.2 million in regulatory assets under management on its Form ADV.

How many employees does Jones Kertz & Associates, Inc. have?

Jones Kertz & Associates, Inc. reports 4 employees.

Where is Jones Kertz & Associates, Inc. located?

Jones Kertz & Associates, Inc. is based in Blaine, MN and has been SEC-registered since 2018.

Does Jones Kertz & Associates, Inc. disclose fund performance?

Jones Kertz & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9298 Central Ave NE, Suite 210, Blaine, MN 55434
Phone612-341-2218
Fax612-341-0909
Office hours8:00a.m. To 4:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$206.2M
Non-discretionary$0
Total (RAUM)$206.2M