DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jonathan David Kerstetter
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jonathan D Kerstetter
At current firm
4 y
since May 18, 2022
In the industry
10 y
since Sep 30, 2015 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Morton Brown Family Wealth LLC independent RIA currentsince May 18, 2022 · Allentown, Pa
- Commonwealth Financial Network national BDOct 25, 2019 to Apr 29, 2022 · Bethlehem, Pa
- Vicus Capital, Inc. independent RIAApr 21, 2017 to Oct 25, 2019 · Bethlehem, Pa
- Pnc Wealth Management BD affiliatedAug 12, 2016 to Mar 15, 2017 · Easton, Pa
- Edward Jones national BDNov 13, 2015 to Mar 23, 2016 · Emmaus, Pa
Moves
a registration end followed by a registration begin elsewhere
- Commonwealth Financial Network to Morton Brown Family Wealth LLCleft Apr 29, 2022, registered May 18, 2022 (19 days) · Affiliated broker-dealer or bank to independent RIA
- Vicus Capital, Inc. to Commonwealth Financial Networkleft Oct 25, 2019, registered Oct 25, 2019 (0 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Pnc Wealth Management to Vicus Capital, Inc.left Mar 15, 2017, registered Apr 21, 2017 (37 days) · Other
- Edward Jones to Pnc Wealth Managementleft Mar 23, 2016, registered Aug 12, 2016 (142 days) · Other
Signals
- Jonathan David Kerstetter left Commonwealth Financial Network for Morton Brown Family Wealth Llc (registered 2022-05-18)Apr 29, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address