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Jonathan David Kerstetter

Morton Brown Family Wealth LLC

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About Jonathan David Kerstetter

Jonathan Kerstetter is a financial advisor with Morton Brown Family Wealth LLC. Jonathan has been in the financial services industry for over 10 years and is licensed to provide investment advice in Pennsylvania. Jonathan also holds Series 7 and 66 securities licenses and is a Certified Financial Planner. Jonathan has previously worked with Edward Jones, Guardian Life Insurance, PNC Investments, Cetera Advisor Networks LLC, and Commonwealth Financial Network. Jonathan specializes in providing financial planning and portfolio management services to individuals and families.

Firm Information

Jonathan Kerstetter is currently registered with Morton Brown Family Wealth LLC. Morton Brown Family Wealth LLC is an investment advisory firm headquartered in Allentown, Pennsylvania. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm has approximately $398.97 million in regulatory assets under management.
Morton Brown Family Wealth LLC

600 W. HAMILTON STREET

ALLENTOWN, PA 18101

$398.97M

Assets Under Management

10

Total Clients

5

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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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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percentage of assets

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

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Jonathan Kerstetter’s Registration & Firm History

PA

05/18/2022 - Present

Morton Brown Family Wealth LLC (ALLENTOWN PA)

PA

10/25/2019 - 04/29/2022

COMMONWEALTH FINANCIAL NETWORK (Bethlehem PA)

PA

04/04/2017 - 10/31/2019

CETERA ADVISOR NETWORKS LLC (BETHLEHEM PA)

PA

08/12/2016 - 03/15/2017

PNC INVESTMENTS (EASTON PA)

PA

08/04/2015 - 03/23/2016

EDWARD JONES (EMMAUS PA)

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Licenses & Designations

BOTH

Issued 09/30/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan David Kerstetter.
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