Jonathan
Kerstetter
Morton Brown Family Wealth LLC
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About this Advisor
Jonathan Kerstetter is a certified financial planner operating out of Allentown, Pennsylvania who has 1 year of industry experience. Kerstetter currently works for Morton Brown Family Wealth LLC. Over the course of their career, they have held roles at Edward Jones, Guardian Life Insurance Co, Pnc Investments, Pnc Bank, Cetera Advisor Networks LLC, Vicus Capital, Inc, Great Scott Financial Services, Commonwealth Financial Network and Morton Brown Family Wealth LLC. Kerstetter maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Morton Brown Family Wealth LLC is an advisory business that has its headquarters in Allentown, PA. It oversees $262 million in assets across its 621 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 621 accounts, 43% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The company has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services vary depending on the type of financial services provided. However, fees charged by Morton Brown Family Wealth LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morton Brown Family Wealth LLC Brokerage Details
$262,278,856
8
621
$422,349
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jonathan Kerstetter Work History
Jonathan has been registered as a financial advisor for 1 years.*
Morton Brown Family Wealth LLC
Commonwealth Financial Network
Cetera Advisor Networks LLC
Vicus Capital, Inc
Great Scott Financial Services
Pnc Investments
Pnc Bank
Edward Jones
Guardian Life Insurance Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Kerstetter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morton Brown Family Wealth LLC
Allentown, PA
Allentown, PA
Allentown, PA
Allentown, PA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
