Kent Kern

Advisor at Edward Jones

Updated today

Location

Clio, MI 48420

Credentials

ChFC®, Series 63, Series 66

Industry experience

24 years

About

Kent Kern is a financial advisor with Edward Jones in Clio, MI, holding the ChFC® designation and securities licenses Series 63 and Series 66. He has 24 years of industry experience, including 14 years at Edward Jones. Kern serves as Vice President of the Clio Chamber of Commerce. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

100 Smith Street Suite 2

Clio, MI 48420

Most active in

Michigan

Work history

Edward Jones

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Ronald J

Series 63, Series 65

New Lothrup, MI

Faithful Steward Wealth Management, Inc.

Ronald Jaster is the principal of Faithful Steward Wealth Management, Inc., an independent firm based in New Lothrup, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role, he serves as the treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management serves individual investors and charitable clients with portfolio management, retirement account oversight, and recommendations of third-party investment advisers. The firm offers multiple investment platforms, including actively managed equity and options strategies, mutual fund/ETF portfolios, and a faith-based mutual fund option, utilizing both fundamental and technical analysis.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing Real estate investing Religious/faith focused

Jeremy W

CFP®

Davison, MI

J Wilson Wealth Management

Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips! Jeremy has been working in the financial services industry since 2012 and has been a Certified Financial Planner™ (CFP®) certificate holder since 2015. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. They have been married since 2015 and have two children, Harrison and Scarlett, whom they welcomed in 2018 and 2021, respectively. Jeremy enjoys playing and watching sports, movies, and spending time with his family.

General tax planning Multi-state taxation General estate planning guidance Real Estate Professional Baby Boomers (Born 1946-1964)
user avatar

Timothy C

CFP®, ChFC®, Series 63, Series 65

Bridgeport, MI

Tim Crawford CPA

Timothy Crawford is a CFP® and ChFC® with 31 years of experience in the financial services industry. He is the principal of Tim Crawford CPA, an independent firm he has led since 2002. Prior to founding his firm, he worked for nine years at GWN Securities Inc. Outside of advisory work, he serves as president of TIM CRAWFORD, CPA, PC, which provides tax preparation and accounting services. Tim Crawford CPA is a CPA-based independent registered investment adviser serving individual, high-net-worth, corporate, and retirement plan clients. The firm combines accounting and insurance services with investment advisory work, referring clients to third-party managers and managing a broad investment universe without trading or holding custody of client assets.

Annuities Options & derivatives strategies Real estate investing
user avatar

Lance A

Series 65

Davison, MI

Reliance Asset Management LLC

Lance Arnold is a financial advisor with Reliance Asset Management LLC, holding a Series 65 credential. He is based in Davison, MI. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by working with a third-party portfolio manager. The firm focuses on selecting and managing model portfolios using no-load mutual funds, ETFs, individual equities, and cash instruments, with periodic account reviews to align client goals and risk tolerances.

Wealth management
user avatar

Richard M

Series 63, Series 66

Frankenmuth, MI

Richmark Private Wealth Management

Richard Marotzke is a financial advisor with RichMark Private Wealth Management in Frankenmuth, MI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services, Inc. and is involved with Alta Holdings and Michigan Valley Insurance Agency. Marotzke has been active with Christ Lutheran Church since 2004. RichMark Private Wealth Management serves individuals, retirement plan participants, trusts, estates, charitable organizations, corporations, and other registered advisers, offering portfolio management, financial planning, and consulting services. The firm customizes strategies using various analysis methods and manages accounts both directly and through sub-advisers, with a focus on aligning investment approaches to clients’ financial goals and circumstances.

Income planning College savings (529s, UTMA, etc.) General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
user avatar

Ronald H

Series 63, Series 65

Frankenmuth, MI

Richmark Private Wealth Management

Ronald Haller is a financial advisor at RichMark Private Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at USA Financial Securities Corporation. He is also involved in business coaching through The Alternative Board, a fellowship of entrepreneurs. RichMark Private Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by providing portfolio management, financial planning, and consulting services. The firm customizes strategies using various analysis methods and manages accounts both directly and through third-party platforms.

Income planning College savings (529s, UTMA, etc.) General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")