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JK

Jonathan S Kessler

CFA
OPENARC CORPORATE ADVISORY
ATLANTA, GA
·CRD# 5969501·15 years experience

Professional Summary

Jonathan S Kessler, CFA, who also goes by Jonathan Steven Kessler, is a registered financial advisor currently at OPENARC CORPORATE ADVISORY, LLC located in Atlanta, Georgia. Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jonathan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jonathan Steven Kessler

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFA
Chartered Financial Analyst

Years of Experience

15 years in the financial services industry

Current & Past Employments

OPENARC CORPORATE ADVISORY, LLC·CRD# 336837
RIA
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326
October 9, 2025 - Present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Atlanta, GA
March 9, 2012 - September 25, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Atlanta, GA
November 1, 2011 - September 25, 2025

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Current Firm

OC
OPENARC CORPORATE ADVISORY, LLC

1330 ADVISORS | OPENARC CORPORATE ADVISORY, LLC | 1330 ADVISORS, LLC

CRD#: 336837 / SEC#: 801-133754
RIA
Registered Investment Advisory firm - SEC (7/8/2025 Approved)

Contact Information

Main Address

3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326

Phone Number

(844) 648-6001

# of Employees

146

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

1330 ADVISORS ADV PART 2A (9/10/2026)

Regulatory Assets Under Management

Total Number of Accounts

14,525

AUM (Assets Under Management)

$10,094,562,750

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I*2026322, Entity Type, Entity Charitable, Name of OBA: JF&CS, Address: Atlanta, GA, 30338, Investment Related: No, Position, Title, Association: Board Mbr, Employee Start Date: 12/01/2024, No Hours: 4hrs/Ann, No Hours during trading: 0, Duties: Oversee the gifts and distributions of funds for the foundation in regards to their specified instructions; review investment performance. I*: 446622 Entity Type: Charitable Name of OBA: JELF Address: Atlanta, GA 30328 Investment Related: No Position, Title, Association: Committee Employee Start Date: 2/2/2018 Number of Hours: 4 hrs annually Number of Hours during trading: 0 Duties: Generate ideas for marketing JELF's name for recipients and donors I*: 419049 Entity Type: Charitable Name of OBA: Address: Sandy Springs, GA 30328 Investment Related: No Position, Title, Association: Committee, Board Membe Employee Start Date: 1/1/2021 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Assist in raising funds to provide interest free loans to Jewish students in the Southeastern US. Encourage others to become involved. Support final decisions of the board. The purpose of the entity is to provide interest free loans to Jewish students in the southeast US. Who receives loans and what they receive are determined by volunteers with the overall amount to distribute based on formulas from the loan committee. I will be representing myself in the role with investment strategy outsourced to a third party manager. For this committee, the main responsibility is ensuring that the third party manager is in compliance with JELF's investment policy and objectives and to communicate any of the finding with the broader executive team.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OC
OPENARC CORPORATE ADVISORY, LLC

1330 ADVISORS | OPENARC CORPORATE ADVISORY, LLC | 1330 ADVISORS, LLC

CRD#: 336837 / SEC#: 801-133754
RIA
Registered Investment Advisory firm - SEC (7/8/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Georgia
(10/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2012About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2011About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jonathan S Kessler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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