# Jonathan Carter

> Jonathan Carter is a fee-only financial advisor at KEB – Kerber, Eck & Braeckel in Springfield, Illinois, who holds the PFS credential. Jonathan focuses on retirement planning, estate & legacy planning and tax planning. KEB – Kerber, Eck & Braeckel reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-carter/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** KEB – Kerber, Eck & Braeckel
- **Based in:** Springfield, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $1.27B across 2,381 accounts
- **Credentials:** PFS
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 2933272 (https://adviserinfo.sec.gov/individual/summary/2933272)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 63 (1997), Series 65 (1999)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** https://www.kebcpa.com/services/wealth-management

## Frequently asked questions

### Is Jonathan Carter a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and KEB – Kerber, Eck & Braeckel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan's firm, KEB – Kerber, Eck & Braeckel, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jonathan Carter based?

Jonathan Carter is based in Springfield, Illinois.

### What does Jonathan specialize in?

Jonathan's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Jonathan Carter hold?

Jonathan Carter holds the PFS credential.

### Is Jonathan Carter registered with the SEC?

Yes. Jonathan Carter is registered as an investment adviser representative in IL and TX (CRD 2933272), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does KEB – Kerber, Eck & Braeckel manage?

KEB – Kerber, Eck & Braeckel reports $1.27B across 2,381 accounts in assets under management.

### How do I contact Jonathan Carter?

Through Jonathan's website, www.kebcpa.com/services/wealth-management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2933272): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.kebcpa.com/services/wealth-management): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.