Margaret Florence Jones
Investment adviser representative at Jones Kertz & Associates, Inc.
36 yearsExperience
4 statesRegistered in
$239.2MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
36 years in the industry.
- Jones Kertz & Associates, Inc.Oct 1994 to now
- Whittlinger Investment CorporationMar 1990 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 4 states (CA, MN, OR, TX).
Jones Kertz & Associates, Inc.
$239.2MAssets managed
44Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1433814
- Firm CRD
- 104976