Jonathan Kesselman

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About Jonathan Kesselman

Jonathan Kesselman is the founder and lead advisor of Kesselman Wealth Management, a financial planning practice based in Westlake, Ohio. He holds the Certified Financial Planner^® and Certified Divorce Financial Analyst^® designations and brings a background that most financial advisors don't -- a law degree.

Before entering financial services, Jonathan practiced law and spent nearly a decade at UBS Financial Services building expertise in comprehensive financial planning, investment management, and estate planning strategy. That combination -- legal fluency and financial expertise -- is what he brings to every client relationship today.

Jonathan works primarily with individuals and families approaching or navigating retirement, with particular depth in divorce financial planning, estate planning considerations, Social Security strategy, and retirement income planning. He takes a listening-first approach -- asking more questions than he answers, explaining things in plain English, and building plans that reflect his clients' lives, not just their balance sheets.

He lives in Bay Village, Ohio with his wife Rosie and their 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.

See Disclosures

General Information

CRD#

6222037

Firm CRD#

6413

Name of Broker/Dealer

LPL FINANCIAL LLC

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors

Advisory Services Provided

Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Risk Management

Compliance

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

JD, CFP^®, CDFA^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Long Term Care, Life

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

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

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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

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Paladin Research Report For:

Kesselman Wealth Management