Jonathan Kisch
Investment adviser representative at Ally Invest Advisors
11 yearsExperience
1 stateRegistered in
$1.7BFirm assets
12 yearsFirm in business
Are you Jonathan Kisch? Claim your profile
Contact this firm
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.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Ally Invest AdvisorsMar 2022 to now
- Ally Invest Securities LLCFeb 2022 to now
- LPL Financial LLCApr 2018 to Feb 2022
- MML Investors Services, LLCMar 2017 to Apr 2018
- Metlife Securities IncDec 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (NC).
Ally Invest Advisors
Legal name: Ally Invest Advisors Inc
$1.7BAssets managed
83,199Clients
82Advisers
12 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
- 4674126
- Firm CRD
- 170301