John Kessler
John Kessler is a CFP-designated registered investment advisor at American Investors CO, based in San Jose, CA, with 38 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 766 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable. A fixed percentage rate of 1.5% or a negotiated fixed annual fee is also available in lieu of the tiered schedule.
Fee Estimator
Location
31 E. Julian Street, San Jose, CA, 95112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a registered investment advisor and owner of Kessler Financial Services, dedicating nearly full-time hours to financial planning and private fiduciary business. He is also a real estate broker and insurance agent, spending minimal time on these activities, and is a broker/owner of a commercial real estate services company.
Employment History
Current Registrations
American Investors CO
Kessler Financial Services
American Investors CompanyBroker
Previous Registrations
American General Securities IncorporatedBroker
American Investors CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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