# JONES KERTZ & ASSOCIATES, INC.

JONES KERTZ & ASSOCIATES, INC. of BLAINE, MN is an SEC-registered investment adviser.

## Registration

- CRD: 104976
- Type: SEC-registered investment adviser
- SEC file number: 801-112613
- Location: 9298 CENTRAL AVE NE, SUITE 210, BLAINE, MN, 55434
- Phone: 612-341-2218
- Latest filing: 2026-03-04
- Regulatory AUM: $239.2M
- Discretionary AUM: $239.2M
- Clients: 4
- Accounts: 46

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Brian Harold Kertz | CHIEF EXECUTIVE OFFICER/PRESIDENT/CHIEF COMPLIANCE OFFICER | Blaine, MN |
| Linda Sue Wilke | CHIEF FINANCIAL OFFICER/TREASURER | — |
| HANSON DAWN MARIE | CHIEF COMPLIANCE OFFICER | — |
| JONES MARGARET FLORENCE | ALL OFFICERSHIPS; ALL OFFICERSHIPS/CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| PETERSON DARRELL ARTHUR | INVESTMENT ADVISOR | — |
| WHITTLINGER ERICA ELISE | ALL OFFICERSHIPS | — |
| KERTZ BRIAN HAROLD | CHIEF EXECUTIVE OFFICER/PRESIDENT; CHIEF EXECUTIVE OFFICER/PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| WILKE LINDA SUE | CHIEF FINANCIAL OFFICER/TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104976/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104976/similar
- Related entities: https://search.stillhousedata.com/firm/104976/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104976

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.