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John Ingleitalo Kessler

American Investors Co.

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About John Ingleitalo Kessler

John Kessler is a registered representative with American Investors Co. and Kessler Financial Services. John has been in the financial services industry since May 24, 1988. John is a Certified Financial Planner and holds the Series 7, Series 63, and SIE licenses. John works with high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, charitable organizations and pension and profit-sharing plans. John is located in San Jose, CA and can be contacted at 45 E. JULIAN STREET.

Firm Information

John Kessler is currently registered with American Investors Co.. American Investors Co. is a California-based corporation that has been in operation since 1973. The firm provides financial planning, portfolio management services for businesses and individuals, and selects other advisors for clients. They are registered with the SEC and in 40 states. They manage over $616 million in assets for a variety of clients including high-net-worth individuals, corporations, and charitable organizations. The firm has over 80 employees, including 20 licensed agents, 30 investment adviser representatives, and 32 registered representatives. They have been involved in 3 regulatory events and 2 arbitrations.
American Investors Co.

12667 ALCOSTA BLVD., SUITE 160

SAN RAMON, CA 94583

$616.90M

Assets Under Management

18

Total Clients

40

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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John Kessler’s Registration & Firm History

CA

06/28/2012 - Present

American Investors Co. (SAN JOSE CA)

AZ

08/14/1989 - 02/20/1990

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

CA

05/25/1988 - 08/15/1989

AMERICAN INVESTORS COMPANY (SAN RAMON CA)

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Licenses & Designations

BC

Issued 04/21/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Ingleitalo Kessler.
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