Jonathan Kerstetter has been an investment adviser representative at Morton Brown Family Wealth since May 2022, and is not listed among the firm’s executive officers or direct owners. Jonathan Kerstetter holds a Bachelor of Science in Business Administration from Muhlenberg College and an Associate's Degree in Agricultural Science from Pennsylvania State University.
Morton Brown Family Wealth LLC is an Allentown, PA firm with $483M under management, 272 clients and 5 advisers in one office, as of its May 2026 filing.
Jonathan Kerstetter is Financial Planning Strategist of Morton Brown Family Wealth, based in Allentown, PA. He develops financial plans and in-depth analyses with the advisory team. Before joining the firm he worked in the insurance industry, big banking and large broker-dealers, and he co-hosts Morton Brown's Coachable Wealth Podcast.
Jonathan Kerstetter’s longest registration is the current one, 4 years at Morton Brown Family Wealth since 2022. Before joining Morton Brown Family Wealth in 2022, Jonathan Kerstetter was registered through Commonwealth Financial Network and Vicus Capital, Inc.
- – present · 4 yearsAllentown, PA · Adviser representative · Firm CRD 292278
- Commonwealth Financial Network– · 2 yearsBethlehem, PA · Adviser representative · Firm CRD 8032
- Vicus Capital, Inc.– · 2 yearsBethlehem, PA · Adviser representative · Firm CRD 116021
- PNC Investments– · under a yearEaston, PA · Adviser representative · Firm CRD 129052
- Edward Jones– · under a yearEmmaus, PA · Adviser representative · Firm CRD 250
Professional designations
Listed by Morton Brown Family Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Asset Management Specialist (AAMS®)
Investment adviser representative registrations
Jonathan Kerstetter is registered as an investment adviser representative in Pennsylvania, since May 2022.
- PennsylvaniaSince 18 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 September 2015 |
| Series 7 | General Securities Representative Examination | 4 August 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan David Kerstetter
- CRD
- 6487231
- Firm
- Morton Brown Family Wealth · CRD 292278
- Office
- 600 W. HAMILTON STREET, SUITE 510, Allentown, PA 18101
- Registration
- Investment adviser registration
- In the industry since
- January 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mortonbrownfw.com
Where does Jonathan Kerstetter work?
Jonathan Kerstetter is an investment adviser representative registered through Morton Brown Family Wealth LLC since May 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Kerstetter a financial advisor?
Yes. Jonathan Kerstetter has a current investment-adviser registration in Pennsylvania, through Morton Brown Family Wealth since May 2022.
How many years of experience does Jonathan Kerstetter have?
Jonathan Kerstetter has 10 years in the financial industry, since January 2016, across 5 adviser firms.
What exams has Jonathan Kerstetter passed?
Jonathan Kerstetter has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2015. FINRA credited Jonathan Kerstetter with the SIE, which began in October 2018.
Where did Jonathan Kerstetter work before Morton Brown Family Wealth?
Before Morton Brown Family Wealth, Jonathan Kerstetter was registered through Commonwealth Financial Network, October 2019 to April 2022; Vicus Capital, Inc., April 2017 to October 2019; PNC Investments, August 2016 to March 2017; Edward Jones, November 2015 to March 2016.
Where is Jonathan Kerstetter based?
Jonathan Kerstetter’s registered office is in Allentown, PA.
Is Jonathan Kerstetter registered with FINRA?
No. Jonathan Kerstetter has no current broker registration.
Is Jonathan Kerstetter a CFP?
Morton Brown Family Wealth lists Jonathan Kerstetter with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jonathan Kerstetter’s record?
Search CRD 6487231 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Kerstetter’s full registration record.