Jonathan David Kerstetter
Investment adviser representative at Morton Brown Family Wealth LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$483.5MFirm 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
Experience
10 years in the industry.
- Morton Brown Family Wealth LLCMay 2022 to now
- Commonwealth Financial NetworkOct 2019 to Apr 2022
- Cetera Advisor Networks LLCApr 2017 to Oct 2019
- Vicus Capital, Inc.Apr 2017 to Oct 2019
- Great Scott Financial ServicesMar 2017 to Apr 2022
- PNC BankJul 2016 to Mar 2017
- PNC InvestmentsJul 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (PA).
Morton Brown Family Wealth LLC
$483.5MAssets managed
272Clients
7Advisers
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
- 6487231
- Firm CRD
- 292278