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JONES KERTZ & ASSOCIATES, INC.
CRD 104976 · SEC 801-112613
9298 CENTRAL AVE NE, SUITE 210, BLAINE, MN, 55434, United States
Phone
612-341-2218
Fax
612-341-0909
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$239.2M
Discretionary AUM
$239.2M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $6.2M |
| High net worth individuals | 35 | $227.5M |
States served
CA, MN, OR, TX
Official SEC filing: View on IAPD