Jonathan Michael Fersht
Investment adviser representative at Kelsey Financial, LLC
11 yearsExperience
1 stateRegistered in
$176.2MFirm assets
2 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Kelsey Financial, LLCDec 2022 to now
- Westlake Sentinel Fund / Westlake Sentinel ManagementFeb 2024 to Mar 2026
- Western International Securities, Inc.Feb 2018 to Dec 2022
- Isaak Bond Investments, Inc.Aug 2015 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Kelsey Financial, LLC
$176.2MAssets managed
275Clients
7Advisers
2 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
- 5799239
- Firm CRD
- 314950