J Kaiser Management, LLC

J Kaiser Management, LLC (CRD# 307968) is a financial advisory firm headquartered in Ladysmith, WI. They manage $236,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

Po Box 425, Ladysmith, WI 54848

http://www.jonpkaiser.com

By the Numbers

Total Assets Under Management

0

MILLION
Total Number of Accounts

14

ACCOUNTS
Average Account Value

$16,857

Compensation Options

A percentage of assets under your management
Hourly charges
Performance-based fees

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles (other than investment companies)
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
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at J Kaiser Management, LLC

Showing 1 - 1 of 1 top financial advisors.

Jonathan P. Kaiser

CRD#: 7236740

Ladysmith, WI

Jonathan Kaiser (CRD# 7236740) is an Investment Advisor Representative working at J Kaiser Management, LLC in Ladysmith, WI and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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