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Jessica Frances Kinonen

B.A. Roberts Financial Services, Inc.

Marquette, MI

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Current Employers
B.A. Roberts Financial Services, Inc.

989 West Washington Street Suite 101, Marquette, MI 49855 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-05-03
  • MI RA
    APPROVED
    Since 2023-05-03

Branch Locations

989 West Washington Street Suite 101, Marquette, MI 49855 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Erts Wealth Advisors, Llc Marquette MI 04/2022 05/2023
Wealth Strategy Group Marquette MI 05/2012 04/2022
Erts Wealth Advisors, Llc Marquette MI 05/2023 Present
  • 04/2022 → 05/2023
    Erts Wealth Advisors, Llc
    Marquette, MI
  • 05/2012 → 04/2022
    Wealth Strategy Group
    Marquette, MI
  • 05/2023 → Present
    Erts Wealth Advisors, Llc
    Marquette, MI
Other Businesses

1. Board Member - Vice President; Marquette County Police and Firefighters Fund; Non-Investment related; Marquette, MI; Approximately 10 hours spent per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-03
  • S65 Uniform Investment Adviser Law Examination
    2023-05-03
Other Names
  • Jessica Anderegg
  • Jessica Frances Rhoades
  • Jessica Kinonen
  • Jessica Frances Anderegg

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · MARQUETTE, MI
CETERA INVESTMENT ADVISERS LLC · Marquette, MI
LPL FINANCIAL LLC · MARQUETTE, MI
OSAIC WEALTH, INC. · Marquette, MI
KERBERROSE WEALTH MANAGEMENT, LLC · MARQUETTE, MI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MARQUETTE, MI
KERBERROSE WEALTH MANAGEMENT, LLC · MARQUETTE, MI
EDWARD JONES · MARQUETTE, MI

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