Jacob Aaron Kersey
Investment adviser representative at Choreo, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$19.1BFirm 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 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
Experience
12 years in the industry.
- Choreo, LLCOct 2022 to now
- Kfg Wealth Management LLCMay 2020 to Oct 2022
- Korhorn Financial Group, IncMay 2020 to Oct 2022
- Korhorn Financial GroupJan 2020 to Apr 2020
- Rsm Wealth Management, LLCJun 2019 to Aug 2019
- South Bend Regional ChamberJan 2019 to May 2019
- Lake City BankMay 2018 to Aug 2018
- Gull Lake MinistriesJun 2017 to Aug 2017
- Bethel UniversityAug 2016 to May 2020
- Martins SupermarketsJun 2014 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (IN).
Choreo, LLC
$19.1BAssets managed
6,891Clients
149Advisers
14 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
- 7219937
- Firm CRD
- 111221