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Jing G Kessler

M1 Finance

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About Jing G Kessler

Jing Kessler is a financial advisor with over 10 years of experience in the financial industry. Jing is registered with the state of Illinois as a Registered Representative and an Investment Advisor Representative. Jing currently works for M1 Finance and has previously worked for Wells Fargo Clearing Services, LLC. Jing is a dedicated professional committed to providing the best possible service to her clients.

Firm Information

Jing Kessler is currently registered with M1 Finance. M1 Finance is a Chicago, Illinois-based investment advisor registered with the SEC. The firm manages portfolios for individuals, businesses, and pooled investment vehicles. They do not offer financial planning services or market timing services.
M1 Finance

200 NORTH LASALLE STREET

CHICAGO, IL 60601

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jing Kessler’s Registration & Firm History

IL

06/02/2024 - Present

M1 Finance (CHICAGO IL)

MO

12/13/2019 - 02/24/2021

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 07/18/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/02/2021

Series 24 - General Securities Principal Examination

BC

Issued 12/13/2019

Series 7TO - General Securities Representative Examination

BC

Issued 09/07/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jing G Kessler.
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