Jonathan Fersht has been an investment adviser representative at Kelsey Financial since January 2023, and is not listed among the firm’s executive officers or direct owners. Jonathan Fersht holds a Degree in Finance from San Diego State University.
Kelsey Financial, LLC is a Moorpark, CA firm with $176M under management, 275 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Jonathan Fersht is Advisor of Kelsey Financial, based in Moorpark. After graduating, he was hired to work on a fixed income trading desk and over the next decade traded mostly corporate bonds for various firms. In 2018 he started his own bond trading business.
- Kelsey Financial, LLCCurrent– present · 3 yearsWestlake Village, CA · Adviser representative · Firm CRD 314950
Investment adviser representative registrations
Jonathan Fersht is registered as an investment adviser representative in California, since January 2023.
- CaliforniaSince 1 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 December 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 9 August 2010 |
| Series 7 | General Securities Representative Examination | 24 June 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Michael Fersht
- CRD
- 5799239
- Firm
- Kelsey Financial · CRD 314950
- Office
- 32123 Lindero Canyon Road, Ste 306, Westlake Village, CA 91361
- Registration
- Investment adviser registration
- In the industry since
- July 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kelseyfinancial.net
Where does Jonathan Fersht work?
Jonathan Fersht is an investment adviser representative registered through Kelsey Financial, LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Fersht a financial advisor?
Yes. Jonathan Fersht has a current investment-adviser registration in California, through Kelsey Financial since January 2023.
How many years of experience does Jonathan Fersht have?
Jonathan Fersht has 16 years in the financial industry, since July 2010, across 1 adviser firm.
What exams has Jonathan Fersht passed?
Jonathan Fersht has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 2010. FINRA credited Jonathan Fersht with the SIE, which began in October 2018.
Where is Jonathan Fersht based?
Jonathan Fersht’s registered office is in Westlake Village, CA.
Is Jonathan Fersht registered with FINRA?
No. Jonathan Fersht has no current broker registration.
How can I verify Jonathan Fersht’s record?
Search CRD 5799239 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Fersht’s full registration record.