John Kerschen (CRD# 5856260) is an Investment Advisor Representative working at Charter Private Capital Management, LLC in Grand Rapids, MI and has over 12 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M&a Securities Group, Inc. | Kansas City, MO | Mar 2014 - Current | 10 |
| The Charter Group | Grand Rapids, MI | Jul 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2011 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- MI
-
Total Assets Under Management76MILLIONS
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$4,447,059
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
MI
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