Jones Kertz & Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jones Kertz & Associates, Inc. is a registered investment adviser that provides discretionary and non‑discretionary portfolio management and related wealth planning for individuals (including high‑net‑worth clients), business owners, trusts, retirement accounts and select institutional clients; the firm manages roughly $239 million for about 44 client relationships. Custody and trade execution for managed accounts are provided through Fidelity affiliates as part of the firm’s managed account services.
The firm conducts in‑house investment selection using a bottom‑up fundamental research process supplemented by technical analysis, with portfolios primarily allocated to individual stocks alongside bonds and mutual funds to achieve diversified asset‑allocation targets. Portfolios are monitored continuously, rebalanced as needed, and clients receive quarterly performance and appraisal reports; long‑term holdings are typical while selective shorter‑term trading may occur based on market conditions.
Notable among peers, the firm operates its own wrap fee program through Fidelity — an arrangement relatively uncommon for team firms — and does not rely on third‑party managers, keeping portfolio management fully internal. The firm’s long operating history, a relatively high account minimum (typically $500,000, waivable), and a small client roster relative to assets under management reflect a concentrated advisory structure focused on a limited number of relationships.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
0.5% to 2% (negotiable)
Account minimum: $500,000 (may be waived at discretion or for referrals)
Main office
See office9298 Central Ave NE, Suite 210
Blaine MN 55434
Advisors at this office
3
Offices (2)
Most active in
California · Minnesota · Oregon · Texas
Also doing business as
Jones Kertz & Associates, Inc. · Wcm, Inc. · Wcmi · Whittlinger Capital Management Inc · Whittlinger Capital Managemnt Inc · Wic Corp.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Linda W
Series 63
Blaine, MN
Jones Kertz & Associates, Inc.
Linda Wilke is a financial advisor with Jones Kertz & Associates, Inc. She holds a Series 63 designation and has 31 years of industry experience. Wilke has worked at Whittlinger Investment Corporation since 1994. Outside of her advisory role, she is employed as an accountant at WCM Inc., an investment advisory firm in Minneapolis. Jones Kertz & Associates provides personalized portfolio management and wealth-planning services to individuals, high-net-worth clients, business owners, trusts, and retirement accounts. The firm manages its own wrap fee program, combining fundamental stock selection and technical analysis with diversified bond and mutual fund investments.
Margaret J
Series 63, Series 65
Minneapolis, MN
Jones Kertz & Associates, Inc.
Margaret Jones is a financial advisor with Jones Kertz & Associates, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at Whittlinger Investment Corporation for 36 years. Jones Kertz & Associates provides personalized portfolio management and wealth-planning services to individuals, high-net-worth clients, business owners, trusts, and retirement accounts. The firm operates its own wrap fee program with all portfolio management functions conducted internally, using a combination of fundamental stock selection and technical analysis alongside diversified bond and mutual fund investments.
Brian K
Series 63, Series 65
Blaine, MN
Jones Kertz & Associates, Inc.
Brian Kertz is a financial advisor with Jones Kertz & Associates, Inc. He holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has worked at Whittlinger Investment Corporation since 2000. Outside of his advisory role, he serves as Senior Operations Manager at WCM Inc., an investment advisory firm in Minneapolis. Jones Kertz & Associates provides personalized portfolio management and wealth-planning services to individuals, high-net-worth clients, business owners, trusts, and retirement accounts. The firm operates its own wrap fee program with Fidelity and manages portfolios internally using a combination of fundamental and technical analysis, emphasizing asset allocation and continuous monitoring.
Michael M
Series 63, Series 65
Blaine, MN
Jones Kertz & Associates, Inc.
Michael Mccool is a financial advisor at Jones Kertz & Associates, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Management Securities, Inc., Capital Management Associates, Inc., VSR Financial Services, Inc., and First Advisors. He serves as Secretary on the Board of Directors for the HighGrove Condominium Association. Jones Kertz & Associates, Inc. provides discretionary and non-discretionary portfolio management and wealth planning services to individuals, business owners, trusts, retirement accounts, and select institutional clients. The firm employs a bottom-up fundamental research process supplemented by technical analysis, managing portfolios internally with a focus on individual stocks, bonds, and mutual funds.
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