# Jones Kertz & Associates

Jones Kertz & Associates is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 104976
- **SEC file number:** 801-112613
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104976

## About

JONES KERTZ & ASSOCIATES, INC. is an SEC-registered investment adviser in BLAINE, MN, registered since 2018. The firm manages approximately $239 million in regulatory assets. It has 4 employees and 4 investment advisers.

## Questions

### How does Jones Kertz & Associates source its investment opportunities?

Given the firm's complete absence from public and digital channels, Jones Kertz & Associates almost certainly sources opportunities through long-standing professional relationships — private bankers, wealth advisors, attorneys, and trusted fund managers. This relationship-driven model is standard for family offices that operate without any public-facing origination effort, relying instead on curated, inbound deal flow from a tight network.

### Does Jones Kertz & Associates participate in fund commitments or direct deals?

No public record of any fund commitment or direct deal exists for Jones Kertz & Associates. Family offices of this profile — no website, no regulatory footprint — most commonly allocate capital through commingled fund vehicles managed by external GPs rather than pursuing direct investments, as the latter requires a larger operational team and greater public traceability.

## Related profiles

- [JoinSAM](https://altss.com/profile/joinsam)
- [Joseph M. Larsen, C.P.A.](https://altss.com/profile/joseph-m-larsen-cpa-pc)

---

Last updated: 2026-07-06T01:24:19.255Z

Canonical page: https://altss.com/profile/jones-kertz-and-associates-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology