Michael Mccool is a registered investment advisor at Jones Kertz & Associates, INC., based in Blaine, MN, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 44 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jones Kertz & Associates offers a wrap fee program where you pay a single fee that covers investment advice, account custody, and trading costs. This annual fee is a percentage of the value of your investments, typically ranging from 0.5% to 2%. The exact fee will be detailed in your investment management agreement and is negotiable. JKA may also charge a separate fee for wealth planning services, depending on your needs.
Location
9298 Central Ave Ne, Suite 210, Blaine, MN, 55434
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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 Activities
Michael serves as the Secretary on the Board of Directors for the HighGrove Condominium Association. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Jones Kertz & Associates, INC.
Previous Registrations
Capital Management Associates INC
Capital Management Securities, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Uvest Financial Services Group, INC.Broker
Ifmg Securities, INC.Broker
Tcf Investments, INC.Broker
Edward JonesBroker
Washington Square Securities, INC.Broker
Primevest Financial Services, INC.Broker
State Registrations2 states
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.