Jones Kertz & Associates, Inc.

Jones Kertz & Associates, Inc. (CRD# 104976) is a financial advisory firm headquartered in Blaine, MN. They manage $181,499,661 in 45 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
9298 Central Ave Ne, Suite 210, Blaine, MN 55434
By the Numbers
  • Total Assets Under Management
    181
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $4,033,326
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MN, OR, TX

Financial Advisors at Jones Kertz & Associates, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Margaret Jones, financial advisor Minneapolis MN
Margaret F. Jones
CRD#: 1433814
100 N 6th St, Ste 620b, Minneapolis, MN 55403

Margaret Jones (CRD# 1433814) is an Investment Advisor Representative working at Jones Kertz & Associates, Inc. in Minneapolis, MN and has over 38 years of experience in the finance industry.

2
Brian Kertz, financial advisor Blaine MN
Brian H. Kertz
CRD#: 2464023
9298 Central Ave Ne, Suite 210, Blaine, MN 55434

Brian Kertz (CRD# 2464023) is an Investment Advisor Representative working at Jones Kertz & Associates, Inc. in Blaine, MN and has over 30 years of experience in the finance industry.

3
Michael McCool, financial advisor Blaine MN
Michael G. McCool
CRD#: 2316059
9298 Central Ave Ne, Suite 210, Blaine, MN 55434

Michael McCool (CRD# 2316059) is an Investment Advisor Representative working at Jones Kertz & Associates, Inc. in Blaine, MN and has over 31 years of experience in the finance industry.

4
Linda Wilke, financial advisor Blaine MN
Linda S. Wilke
CRD#: 2151254
9298 Central Ave Ne, Suite 210, Blaine, MN 55434

Linda Wilke (CRD# 2151254) is an Investment Advisor Representative working at Jones Kertz & Associates, Inc. in Blaine, MN and has over 29 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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