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Jones Kertz & Associates, Inc.

Updated today

Total assets under management

$239,207,535

Total clients

44

80% high-net worth

Total advisors

4

of 4 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

11

Average account size

$5,436,535

About

Jones Kertz & Associates, Inc. is a registered investment adviser that provides discretionary and non‑discretionary portfolio management and related wealth planning for individuals (including high‑net‑worth clients), business owners, trusts, retirement accounts and select institutional clients; the firm manages roughly $239 million for about 44 client relationships. Custody and trade execution for managed accounts are provided through Fidelity affiliates as part of the firm’s managed account services.

The firm conducts in‑house investment selection using a bottom‑up fundamental research process supplemented by technical analysis, with portfolios primarily allocated to individual stocks alongside bonds and mutual funds to achieve diversified asset‑allocation targets. Portfolios are monitored continuously, rebalanced as needed, and clients receive quarterly performance and appraisal reports; long‑term holdings are typical while selective shorter‑term trading may occur based on market conditions.

Notable among peers, the firm operates its own wrap fee program through Fidelity — an arrangement relatively uncommon for team firms — and does not rely on third‑party managers, keeping portfolio management fully internal. The firm’s long operating history, a relatively high account minimum (typically $500,000, waivable), and a small client roster relative to assets under management reflect a concentrated advisory structure focused on a limited number of relationships.

Client services

Portfolio management

Expertise

Wealth management Passive / index investing Active portfolio management

Occupation focus

Founder/Business Owner Executive

Demographic focus

Approaching retirement

Fee options

Percentage

0.5% to 2% (negotiable)

Other

Account minimum: $500,000 (may be waived at discretion or for referrals)

Main office location

Jones Kertz & Associates, Inc.

9298 Central Ave Ne, Suite 210

Blaine MN 55434, United States

Number of offices

1

Most active in

California · Minnesota · Oregon · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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