Jonathan Kesselman- Financial Advisor Westlake, OH

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About Jonathan Kesselman

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

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

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

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Jonathan Kesselman

Kesselman Wealth Management