Jonathan Carter
KEB – Kerber, Eck & Braeckel · Springfield, Illinois
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.
Request an introduction to Jonathan →
Specialties
Facts
| Firm | KEB – Kerber, Eck & Braeckel |
|---|---|
| Based in | Springfield, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.27B across 2,381 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in IL, TX · CRD 2933272 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.kebcpa.com/services/wealth-management |
How Jonathan's firm compares
- KEB – Kerber, Eck & Braeckel's average account is about $535,000, from its Form ADV (assets managed divided by 2,381 accounts).
Request an introduction to Jonathan
Tell Jonathan a little about what you're looking for. Jonathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- KEB – Kerber, Eck & Braeckel website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.