Linda Wilke has been Chief Financial Officer/Treasurer of Jones Kertz & Associates since January 2014, is a control person of the firm and directly owns between 50% and 75% of it.
Jones Kertz & Associates, Inc. is a Blaine, MN firm with $239M under management, 44 clients and 4 advisers in one office, as of its March 2026 filing.
- – present · 10 yearsBlaine, MN · Adviser representative · Firm CRD 104976
Investment adviser representative registrations
Linda Wilke is registered as an investment adviser representative in California, since March 2016.
- CaliforniaSince 25 March 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 24 May 1994 |
| Series 7 | General Securities Representative Examination | 17 May 1994 |
| Series 27 | Financial and Operations Principal Examination | 19 April 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Financial and Operations Principal Examination
- Full name
- Linda Sue Wilke
- CRD
- 2151254
- Firm
- Jones Kertz & Associates · CRD 104976
- Role
- Chief Financial Officer/Treasurer
- Office
- 9298 CENTRAL AVE NE, SUITE 210, Blaine, MN 55434
- Registration
- Investment adviser registration
- In the industry since
- April 1994
- Disciplinary history
- Not yet shown here · SEC record
Where does Linda Wilke work?
Linda Wilke has been Chief Financial Officer/Treasurer of Jones Kertz & Associates, Inc. since January 2014, and is a control person of the firm.
Is Linda Wilke a financial advisor?
Yes. Linda Wilke has a current investment-adviser registration in California, through Jones Kertz & Associates since March 2016.
How many years of experience does Linda Wilke have?
Linda Wilke has 32 years in the financial industry, since April 1994, across 1 adviser firm.
What exams has Linda Wilke passed?
Linda Wilke has passed 3 licensing exams: the Series 27, Series 7 and Series 63. The earliest, the Series 27, was passed in April 1994. FINRA credited Linda Wilke with the SIE, which began in October 2018.
Where is Linda Wilke based?
Linda Wilke’s registered office is in Blaine, MN.
Is Linda Wilke registered with FINRA?
No. Linda Wilke has no current broker registration.
How can I verify Linda Wilke’s record?
Search CRD 2151254 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Linda Wilke’s full registration record.