A complete list of active advisors currently associated with J Kaiser Management, LLC

Warmer can help you find a great advisor at J Kaiser Management, LLC or one who fits your needs even better.

J Kaiser Management, LLC is a fee‑based investment adviser that works with a mix of individual and institutional clients, including high‑net‑worth individuals, corporate pension and profit‑sharing plans, charitable institutions, foundations, qualified plans and managed investment vehicles. The firm provides portfolio wealth management, real estate investment management, investment fund management and financial planning, and operates as a fiduciary when advising clients. The firm applies a top‑down, relative‑strength and momentum approach to sector selection, then builds model portfolios using bond funds, ETFs, individual equities and real‑estate or private placement investments; accounts are reviewed monthly with periodic rebalancing and quarterly performance and risk reporting. J Kaiser offers five proprietary trading models (ranging from fixed‑income to growth and customized strategies) and treats planning either as a standalone hourly service or included for some wealth management clients. What distinguishes the firm from many solo independent advisers is the combination of real estate credentials and pooled‑vehicle management: the founder is a licensed real estate sales associate with real estate development experience and the adviser manages investment funds and private placements alongside individual accounts. The firm also accepts institutional mandates such as pension plans and endowments and, in limited qualified circumstances, may negotiate performance‑based fees for customized Model 5 accounts.

To learn more about the advisors currently working at J Kaiser Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jonathan Kaiser	Ladysmith, WI	6

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