Michael Kertes, financial advisor Cleveland OH
96 score

Michael Kertes

CRD Number: 1336684
Current Firm: J.p. Morgan Securities LLC

Michael Kertes (CRD# 1336684) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cleveland, OH and has over 29 years of experience in the finance industry. Michael Kertes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Robert Gavlak, financial advisor Cleveland OH
Robert J. Gavlak
CRD# 5686543
Strategic Wealth Partners, Ltd.
Score
106
Similar Advisors
Jack Malarik, financial advisor Cleveland OH
Jack Malarik
CRD# 1222015
Summit Wealth Partners, LLC
Score
102
Similar Advisors
Michael Brady, financial advisor Cleveland OH
Michael C. Brady
CRD# 1320686
Michael Brady & Company, LLC
Score
87
Professional Designations
Company Name Location Dates Years
J.p. Morgan Securities LLC Cleveland, OH Oct 2012 - Current 4
Western Reserve Society Of Sons Of The American Revolution Hudson, OH Aug 2010 - Current 6
Self Employed Avon Lake, OH Oct 1999 - Current 17
Chase Investment Services Corp. Chicago, IL Jul 2005 - Oct 2012 7
Bay United Methodist Church Bay Village, OH Nov 2009 - Dec 2011 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1987
S65 NASAA Investment Advisors Law Examination Dec 1995
Contact Info for Michael S. Kertes
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.