Jonathan KesselmanCRD Number: 6222037
Current Firm: Ubs Financial Services Inc.
Jonathan Kesselman (CRD# 6222037) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cleveland, OH and has over 3 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
Michael Brady & Company, LLC
|Ubs Financial Services Inc. (8174)||Cleveland, OH||Jul 2013 - Current||3|
|Fowler Law Firm||Little Canada, MN||Jan 2011 - Jun 2013||2|
|Law Office Of Frank Schulte||Saint Paul, MN||Sep 2010 - Jan 2011||< 1|
|William Mitchell College Of Law||Saint Paul, MN||Aug 2009 - Sep 2010||1|
|Mcdonalds||Saint Paul, MN||Jan 2009 - Aug 2009||< 1|
|Best Buy||Bloomington, MN||Nov 2008 - Jan 2009||< 1|
|Unemployed||Greenwich, CT||Sep 2008 - Oct 2008||< 1|
|Tradition Energy||Stamford, CT||Jun 2008 - Aug 2008||< 1|
|Boston University||Boston, MA||Sep 2007 - Jun 2008||< 1|
|Commonwealth Equity||New York, NY||May 2007 - Sep 2007||< 1|
|Boston University||Boston, MA||Sep 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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