Jones Kertz & Associates, Inc.
● SEC registered since 2018CRD 104976SEC# 801-112613Blaine, MN
Reg. AUM
$239.2M
Employees
4
Accounts
46
Location
Blaine, MN
Jones Kertz & Associates, Inc. assets under management
Jones Kertz & Associates, Inc. is an SEC-registered investment adviser based in Blaine, MN. The firm has been registered since 2018. It reports $239.2 million in regulatory assets under management and employs 4 people.
Jones Kertz & Associates, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Harold Kertz Control | Chief Executive Officer/President/Chief Compliance Officer | 50-75% | 2014 |
| Linda Sue Wilke Control | Chief Financial Officer/Treasurer | 50-75% | 2014 |
Frequently asked questions
How much does Jones Kertz & Associates, Inc. manage?
Jones Kertz & Associates, Inc. reports $239.2 million in regulatory assets under management on its Form ADV.
How many employees does Jones Kertz & Associates, Inc. have?
Jones Kertz & Associates, Inc. reports 4 employees.
Where is Jones Kertz & Associates, Inc. located?
Jones Kertz & Associates, Inc. is based in Blaine, MN and has been SEC-registered since 2018.
Does Jones Kertz & Associates, Inc. disclose fund performance?
Jones Kertz & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9298 Central Ave NE, Suite 210, Blaine, MN 55434 |
| Phone | 612-341-2218 |
| Fax | 612-341-0909 |
| Office hours | 8:00a.m. To 4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$239.2M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$239.2Mregulatory AUM
Discretionary $239.2M