Jeffrey Ian Kerstine
Investment adviser representative at Fifth Third Wealth Advisors LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$7.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Fifth Third Wealth Advisors LLCJun 2024 to now
- Truist Advisory Services, Inc.Jul 2021 to Jun 2024
- Bb&t WealthMar 2017 to Jul 2021
- UnemployedJul 2016 to Mar 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fifth Third Wealth Advisors LLC
$7.8BAssets managed
1,498Clients
66Advisers
5 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
- 4369680
- Firm CRD
- 313015