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Paladin Research Report For:

Jonathan Kesselman

Kesselman Wealth Management

159 Crocker Park Blvd Suite 400
Westlake, OH 44145
440-709-3315

About Jonathan Kesselman

At Kesselman Wealth Management, our mission is to deliver the best client experience possible. Relationships are at the center of everything we do, but we also know that life can busy and hectic. We strive to serve each client efficiently and effectively. As a fee-based planning practice, we are fiduciaries, and always act in the best interests of our clients.

After almost ten years at a large financial services firm, Jonathan launched Kesselman Wealth Management, because he believed that there was a better way to deliver top notch service to his clients. A way that not only provided the best financial planning and wealth management possible, but also one that valued his clients' time.

See Disclosures

General Information

Compliance

Qualifications & Membership

Compensation and Fees

Education

Bachelor of Science in Business Administration - Finance
  • Boston University
    09/01/2004 -05/15/2008
Juris Doctor - Law
  • William Mitchell College of Law
    09/01/2009 -05/20/2012

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Inquire With Jonathan