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VERIFIEDJonathan Kesselman
Kesselman Wealth Management
159 Crocker Park Blvd Suite 400
Westlake, OH 44145
440-709-3315
About Kesselman Wealth Management
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.
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General Information
Firm Start Year
Services
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
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LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures