Jaycee Christine Kertzman
Investment adviser representative at Dynasty Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$13.9BFirm assets
16 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Dynasty Wealth Management, LLCApr 2023 to now
- Dynasty Financial PartnersMar 2023 to now
- UnemployedAug 2022 to Feb 2023
- Morgan Stanley Private Bank, N.AJun 2019 to Jul 2022
- Morgan StanleyMay 2019 to Jul 2022
- Bank of America, N.A.Aug 2018 to Apr 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2017 to May 2018
- Bank of America Merrill LynchSep 2017 to Nov 2017
- Bank of America Merrill LynchNov 2016 to Aug 2017
- Wealth Manager Group LLCAug 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Dynasty Wealth Management, LLC
$13.9BAssets managed
17Clients
15Advisers
16 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
- 6483872
- Firm CRD
- 153377