Tech stack
No one at Jones Kertz & Associates, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Fidelity
Per Form ADV · $138M held · filed Feb 2024
Wells Fargo
Per Form ADV · $44M held · filed Feb 2024