badge

Paladin Research Report For:

Jonathan Kesselman

Kesselman Wealth Management

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

About Jonathan Kesselman

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.

See Disclosures

General Information

CRD#
  • 6222037
Firm CRD#
  • 6413
Name of Broker/Dealer
  • LPL FINANCIAL LLC
Years of Experience in Financial Services
  • 11
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

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®
Securities Licenses
  • Series 66, Series 7
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

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/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf