Jonathan Kesselman
Kesselman Wealth Management
159 Crocker Park Blvd Suite 400
Westlake, OH 44145
4407093315
About Kesselman Wealth Management
Kesselman Wealth Management helps individuals and families successfully plan for and navigate retirement. We believe that thoughtful, detailed planning is one of the most effective ways to create financial security.
Our clients receive proactive guidance on investment management, tax-efficient distribution strategies, insurance planning, debt reduction, and estate planning considerations. As a fee-based planning practice, we are fiduciaries, and always act in the best interests of our clients.
See Disclosures
General Information
Firm Start Year
CRD#
6222037
Firm CRD#
6413
Name of Broker/Dealer
LPL FINANCIAL LLC
Years of Experience in Financial Services
11
Work with the following types of clients
Individual Investors
Advisory Services Provided
Risk Management, Education Funding and Planning, Financial Planning for Individuals, Money Management, Financial Advice & Consulting, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
JD, CFP®
Securities Licenses
Series 66, Series 7
Insurance and Annuity Licenses
Life, Long Term Care
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets
Education
Bachelor of Science in Business Administration - Finance
Boston University
09/01/2004 -05/15/2008
Juris Doctor - Law
William Mitchell College of Law
09/01/2009 -05/20/2012
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf