Jonathan David Kerstetter

Employer firm

Morton Brown Family Wealth LLC CRD 292278

$483M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2016 → 03/2017
  Pnc Investments
  Pittsburgh, PA
• 07/2016 → 03/2017
  Pnc Bank
  Easton, PA
• 04/2017 → 10/2019
  Cetera Advisor Networks Llc
  El Segundo, CA
• 04/2017 → 10/2019
  Vicus Capital, Inc.
  State College, PA
• 03/2017 → 04/2022
  Great Scott Financial Services
  Bethlehem, PA
• 10/2019 → 04/2022
  Commonwealth Financial Network
  Waltham, MA
• 05/2022 → Present
  Morton Brown Family Wealth Llc
  Bethlehem, PA

Previous Registrations

• 2019-10-25 → 2022-04-29
  Commonwealth Financial Network
  Bethlehem, PA
• 2017-04-21 → 2019-10-25
  Vicus Capital, Inc.
  Bethlehem, PA
• 2016-08-12 → 2017-03-15
  Pnc Wealth Management Llc
  Easton, PA
• 2015-11-13 → 2016-03-23
  Edward Jones
  Emmaus, PA
  St Louis, MO
  Emmaus, PA

Other Businesses

Independent insurance agent, Start: September 2015, less than 5 hours per month; non-investment related. September 2024 -DeSales University Forum for Ethics Board of Directors, 2755 Station Ave, Center Valley, PA 18034.

Exams

• S66 Uniform Combined State Law Examination
  2015-09-30

Designations

• Certified Financial Planner

Other Names

• Jonathan D Kerstetter
• Jonathan D Kerstetter