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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Jonathan David Kerstetter

Advisor at MORTON BROWN FAMILY WEALTH LLC

ALLENTOWN, PA

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Search this name across graphsid dfx:ria:6eb1469e-eaad-d184-c2df-8da3e6044895

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 13, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORTON BROWN FAMILY WEALTH LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 30, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 30, 2015
First registration: Nov 13, 2015
Dual registered: no
Other names: JONATHAN D KERSTETTER|JONATHAN D KERSTETTER
IAPD individual key: 6487231

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORTON BROWN FAMILY WEALTH LLC	Independent wealth	May 18, 2022	n/a	yes	ALLENTOWN, PA	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Oct 25, 2019	Apr 29, 2022	no	Bethlehem, PA	Previous registration
VICUS CAPITAL, INC.	Independent wealth	Apr 21, 2017	Oct 25, 2019	no	Bethlehem, PA	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Aug 12, 2016	Mar 15, 2017	no	EASTON, PA	Previous registration
EDWARD JONES	National bd RIA	Nov 13, 2015	Mar 23, 2016	no	EMMAUS, PA\|ST LOUIS, MO\|EMMAUS, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMMONWEALTH FINANCIAL NETWORK	MORTON BROWN FAMILY WEALTH LLC	Apr 29, 2022	May 18, 2022	19	Firm change	Ibd to RIA
VICUS CAPITAL, INC.	COMMONWEALTH FINANCIAL NETWORK	Oct 25, 2019	Oct 25, 2019	0	Firm change	RIA to ibd
PNC WEALTH MANAGEMENT	VICUS CAPITAL, INC.	Mar 15, 2017	Apr 21, 2017	37	Firm change	Other
EDWARD JONES	PNC WEALTH MANAGEMENT	Mar 23, 2016	Aug 12, 2016	142	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
116021:8032:PA:2019-10-25	Oct 25, 2019	Oct 25, 2019	BETHLEHEM, PA	Firm change

Relationships

Registered with (5)

→ MORTON BROWN FAMILY WEALTH LLCRegistered adviserregistration: current employment
May 18, 2022 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Oct 25, 2019 to Apr 29, 2022factForm ADV
→ VICUS CAPITAL, INC.Registered adviserregistration: previous registration
Apr 21, 2017 to Oct 25, 2019factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 12, 2016 to Mar 15, 2017factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Nov 13, 2015 to Mar 23, 2016factForm ADV

Dated events

Occurred
Apr 29, 2022
Advisor changed firm
Jonathan David Kerstetter left Commonwealth Financial Network for Morton Brown Family Wealth Llc (registered 2022-05-18)
Form ADVobserved 5 days ago