JONES KERTZ & ASSOCIATES, INC. of BLAINE, MN is an SEC-registered investment adviser (CRD 104976). Regulatory assets under management: $239.2M.
Compensation: % of AUM.
Clients served: High net worth.
| 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 | — |