Jonathan Kerstetter, AAMS®

Title:
Wealth Management Planning Analyst
Expertise:
Results Delivery, Strategy, Transformation
Experience:
15 Years

Experience

Jonathan Kerstetter is a financial services professional who makes his home in Emmaus, PA. Jonathan has worked in the financial services industry for the past 6 years. As a life-long Pennsylvania and Lehigh Valley resident, Jonathan holds a Bachelor of Science degree in Business Administration from Muhlenberg College. He is also currently working on completing his Master’s in Business Administration (MBA) degree at DeSales University.

Jonathan has worked in various areas of the financial services industry over his young career: RIA Operations Analyst at Park Avenue Securities, Business and Operations Case Manager at Guardian Life Insurance, Financial Advisor at Edward Jones. Most recently, Jonathan worked as a Senior Financial Specialist with PNC Investments.

Jonathan joined Great Scott Financial in March, 2017 as a Client Relationship Manager. His primary responsibilities include managing client expectations, new business operations and portfolio reporting.

Jonathan is also a Registered Representative for Commonwealth Financial Network®, and holds his General Securities Representative License (Series 7), Uniform Combined State Law License (Series 66) and Pennsylvania State Accident, Health and Life License.