Brian Kertz is a registered investment advisor at Jones Kertz & Associates, INC., based in Blaine, MN, with 32 years of industry experience. Brian 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.
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Brian is a Senior Operations Manager at WCM Inc. (WCMI), an investment advisory firm, since 2000. He spends about three-quarters of his time at WCMI and the remaining quarter at WIC Corp, a wholly-owned subsidiary of WCMI, where he is a registered representative/principal.
Employment History
Current Registrations
Jones Kertz & Associates, INC.
Previous Registrations
Wic CORP.Broker
C.R.I. Securities, INC.Broker
Ascend Financial Services, INC.Broker
Primevest Financial Services, INC.Broker
State Registrations3 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.