Jonathan is the wealth advisor for Kesselman Wealth Management and a CERTIFIED FINANCIAL PLANNER™ certificant. He brings over 10 years of experience in the financial services industry, focusing on planning for medical professionals, executives, pre-retirees, and families.
He began his financial services career at UBS Financial Services as a wealth planning analyst, training financial advisors in delivering comprehensive financial planning to their clients. Before UBS, Jonathan was an attorney in private practice.
Jonathan lives in Bay Village, OH with his wife and six children. He serves on the board of the Cleveland Zoological Society (Cleveland Metroparks Zoo) and is a member of the Estate Planning Council of Cleveland.
Kesselman Wealth Management helps individuals and families successfully plan for and navigate retirement. We believe that thoughtful, detailed planning is one of the most effective ways to create financial security.
Our clients receive proactive guidance on investment management, tax-efficient distribution strategies, insurance planning, debt reduction, and estate planning considerations. As a fee-based planning practice, we are fiduciaries, and always act in the best interests of our clients.
General Information |
| Name of Broker/Dealer: | LPL FINANCIAL LLC |
| Work with the following types of clients: | Individual Investors |
| Advisory Services Provided: | Risk Management, Education Funding and Planning, Financial Planning for Individuals, Money Management, Financial Advice & Consulting, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management |
Services |
| Investment Types: | Insurance, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds, Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Email, Phone, Our Office, Your Office, Your Home, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Life, Long Term Care |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets |
Board Positions |
| Organization : | Cleveland Zoological Society (Cleveland Metroparks Zoo), Cleveland, OH |
| Position : | Board Member |
| Duration : | 01/01/2023-Present |
Education |
| Bachelor of Science in Business Administration - Finance | Boston University - Boston, MA 09/01/2004-05/15/2008 |
| Juris Doctor - Law | William Mitchell College of Law 09/01/2009-05/20/2012 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
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