Jones Kertz & Associates, Inc.
Jones Kertz & Associates, Inc. is an SEC-registered ria in Blaine, MN with $239.2M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Jones Kertz & Associates, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104976, SEC 801-112613, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $239.2M (2026-03-04)
- Firm type
- Ria
- Location
- Blaine, MN
- Employees
- 4
- Clients
- 44
- CRD
- 104976
- Ownership
- JONES, MARGARET, FLORENCE; PETERSON, DARRELL, ARTHUR; HANSON, ROSE, MARIE; WHITTLINGER, ERICA, ELISE; KERTZ, BRIAN, HAROLD
How much AUM does Jones Kertz & Associates, Inc. have?
Jones Kertz & Associates, Inc. reported $239.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Jones Kertz & Associates, Inc.?
Disclosed owners and executives of Jones Kertz & Associates, Inc. include JONES, MARGARET, FLORENCE, PETERSON, DARRELL, ARTHUR, HANSON, ROSE, MARIE, WHITTLINGER, ERICA, ELISE, KERTZ, BRIAN, HAROLD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.