Jonathan D. Kerstetter

MORTON BROWN FAMILY WEALTH LLC

ALLENTOWN, PA 18101

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CRD#: 6487231

Professional summary

Jonathan David Kerstetter, CFP®, who also goes by Jonathan D Kerstetter, is a registered financial advisor currently at MORTON BROWN FAMILY WEALTH LLC located in Allentown, Pennsylvania.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jonathan has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan D Kerstetter

Other business activities

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.

Independent insurance agent, Start: September 2015, less than 5 hours per month; non-investment related. September 2024 -DeSales University Forum for Ethics Board of Directors, 2755 Station Ave, Center Valley, PA 18034.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Kerstetter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

May 18, 2022 - Present

MORTON BROWN FAMILY WEALTH LLC

Office #1: 600 W. Hamilton Street Suite 510, Allentown, PA 18101

RIA

CRD#: 292278

ALLENTOWN, PA

Past

October 25, 2019 - April 29, 2022

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Bethlehem, PA

Past

October 25, 2019 - April 29, 2022

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Bethlehem, PA

Past

April 21, 2017 - October 25, 2019

VICUS CAPITAL, INC.

RIA

CRD#: 116021

Bethlehem, PA

Past

April 4, 2017 - October 31, 2019

CETERA WEALTH SERVICES, LLC

CRD#: 13572

BETHLEHEM, PA

Past

August 12, 2016 - March 15, 2017

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

EASTON, PA

Past

August 12, 2016 - March 15, 2017

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

EASTON, PA

Past

November 13, 2015 - March 23, 2016

EDWARD JONES

RIA

CRD#: 250

EMMAUS, PA

Past

August 4, 2015 - March 23, 2016

EDWARD JONES

CRD#: 250

EMMAUS, PA

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".

MORTON BROWN FAMILY WEALTH LLC

MORTON & BROWN | MORTON BROWN FAMILY WEALTH LLC

CRD#: 292278 / SEC#: 801-112510

RIA

Registered Investment Advisory firm - (2/23/2018 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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/18/2022)

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

State Security Law Exam

IAR

Series 66

Date: 9/30/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/4/2015

General Securities Representative Examination

Current Firm

MORTON BROWN FAMILY WEALTH LLC

MORTON & BROWN | MORTON BROWN FAMILY WEALTH LLC

CRD#: 292278 / SEC#: 801-112510

RIA

Registered Investment Advisory firm - (2/23/2018 Approved)

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Contact information

Main Address

600 W. Hamilton Street Suite 510, Allentown, PA 18101

Mailing Address

Phone number

(610) 709-5072

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (7/14/2025)

Regulatory assets under management

Total Number of Accounts	897
AUM (Assets Under Management)	$ 398,971,327

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Jonathan D. Kerstetter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Kerstetter's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

VICUS CAPITAL, INC.

CETERA WEALTH SERVICES, LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

MORTON BROWN FAMILY WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/30/2015

SIE

Date: 10/1/2018

Series 7

Date: 8/4/2015

Current Firm

MORTON BROWN FAMILY WEALTH LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MORTON BROWN FAMILY WEALTH LLC

TRUST BUT VERIFY

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