Advisor at J Kaiser Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Ladysmith, WI
Credentials
Series 65
Industry experience
5 years
Jonathan Kaiser is the sole advisor at J Kaiser Management, LLC in Ladysmith, WI, holding a Series 65 credential with five years of industry experience. His background includes leadership roles in entertainment promotion through JK Productions, LLC, coordination of the Northwoods Rock Rally music festival, and involvement with the Blue Hills Baseball Club, Inc., a nonprofit baseball organization. J Kaiser Management offers investment management, financial planning, and real estate investment management services to a diverse client base including individuals, businesses, and institutional investors. The firm employs proprietary model portfolios and customized strategies with a focus on ETFs, stocks, bond funds, and selective real estate investments, incorporating the founder’s real estate development experience into its approach.
Based on J Kaiser Management, LLC
$0+: 0.5% (Model 1 - Fixed Income Bond Funds) $0+: 1.25% (Model 2 - Moderate risk ETFs) $0+: 1.5% (Model 3 - Moderate risk Stocks) $0+: 2.0% (Model 4 - High risk Stocks & Real Estate) $0+: 2.0%+ (Model 5 - Custom)
$200 per hour for financial planning services
Performance-based fees may be charged for qualified clients using Model 5; negotiated case-by-case
Account minimum: $1,000,000 for financial planning included on all assets in wealth management program Fee-only: Financial planning billed at $200 per hour
Ladysmith, WI
Wisconsin
Blue Hills Baseball Club, Inc
2024 - Present (2 years)
Northwoods Rock Rally, LLC
2021 - Present (5 years)
JK Productions, LLC
2021 - Present (5 years)
Mecca Farms, LTD
2016 - 2018 (2 years)
Kaiser Realty, Inc.
2016 - Present (10 years)
Jon P. Kaiser, LLC
2014 - 2022 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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