Jonathan S Kessler

Employer firm

Openarc Corporate Advisory, LLC CRD 336837

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 09/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 09/2025 → Present
  Openarc Corporate Advisory, Llc
  Atlanta, GA

Previous Registrations

• 2012-03-09 → 2025-09-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL
  New York, NY
  Atlanta, GA

Other Businesses

I*2026322, Entity Type, Entity Charitable, Name of OBA: JF&CS, Address: Atlanta, GA, 30338, Investment Related: No, Position, Title, Association: Board Mbr, Employee Start Date: 12/01/2024, No Hours: 4hrs/Ann, No Hours during trading: 0, Duties: Oversee the gifts and distributions of funds for the foundation in regards to their specified instructions; review investment performance. I*: 446622 Entity Type: Charitable Name of OBA: JELF Address: Atlanta, GA 30328 Investment Related: No Position, Title, Association: Committee Employee Start Date: 2/2/2018 Number of Hours: 4 hrs annually Number of Hours during trading: 0 Duties: Generate ideas for marketing JELF's name for recipients and donors I*: 419049 Entity Type: Charitable Name of OBA: Address: Sandy Springs, GA 30328 Investment Related: No Position, Title, Association: Committee, Board Membe Employee Start Date: 1/1/2021 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Assist in raising funds to provide interest free loans to Jewish students in the Southeastern US. Encourage others to become involved. Support final decisions of the board. The purpose of the entity is to provide interest free loans to Jewish students in the southeast US. Who receives loans and what they receive are determined by volunteers with the overall amount to distribute based on formulas from the loan committee. I will be representing myself in the role with investment strategy outsourced to a third party manager. For this committee, the main responsibility is ensuring that the third party manager is in compliance with JELF's investment policy and objectives and to communicate any of the finding with the broader executive team.

Exams

• S66 Uniform Combined State Law Examination
  2012-02-01

Other Names

• Jonathan Steven Kessler