How does the advisor help clients – Key Takeaways:
Jones Kertz & Associates, Inc. is a leading financial firm that provides expert advice and guidance to clients looking to secure their financial future. With a team of highly experienced financial experts, the firm offers a wide range of services, catering to the individual needs of each client.
Facts and Insights
Founded in 2005, Jones Kertz & Associates, Inc. has been in business for over 15 years, providing top-notch financial services to clients across the country. The firm has assets under management worth millions of dollars, allowing them to efficiently cater to the diverse financial needs of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 50+ | 15 years |
Financial Services Offered
Jones Kertz & Associates, Inc. offers a wide range of financial services to their clients, including but not limited to investment management, financial planning, retirement planning, tax planning, estate planning, and risk management. They also provide specialized services such as business succession planning and charitable giving strategies.
Client Types
The firm caters to a diverse client base, including high net worth individuals, families, and small business owners. They also work with corporate clients to provide specialized services to their executives and employees.
Fees & Compensation
Jones Kertz & Associates, Inc. follows a fee-based structure for their services, meaning they are compensated based on a percentage of the client’s assets under management. This ensures that their interests are aligned with their clients, as they are motivated to help their clients grow their wealth.
Background
Jones Kertz & Associates, Inc. was founded by John Jones and Matthew Kertz, who have over 30 years of combined experience in the financial industry. Both founders have extensive knowledge and expertise in various financial areas, making them a sought-after team in the industry.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is essential to know their background and any potential conflicts of interest. Jones Kertz & Associates, Inc. is a registered investment advisor, meaning they have a fiduciary duty to act in the best interest of their clients. They also have put in place strict compliance and ethical standards to ensure the transparency and trustworthiness of their services.
How does the advisor help clients – Key Takeaways:
Jones Kertz & Associates, Inc. is a leading financial firm that provides expert advice and guidance to clients looking to secure their financial future. With a team of highly experienced financial experts, the firm offers a wide range of services, catering to the individual needs of each client.
Facts and Insights
Founded in 2005, Jones Kertz & Associates, Inc. has been in business for over 15 years, providing top-notch financial services to clients across the country. The firm has assets under management worth millions of dollars, allowing them to efficiently cater to the diverse financial needs of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 50+ | 15 years |
Financial Services Offered
Jones Kertz & Associates, Inc. offers a wide range of financial services to their clients, including but not limited to investment management, financial planning, retirement planning, tax planning, estate planning, and risk management. They also provide specialized services such as business succession planning and charitable giving strategies.
Client Types
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