Jonathan Kaiser
J Kaiser Management · Ladysmith, Wisconsin
Jonathan Kaiser is a fee-only financial advisor at J Kaiser Management in Ladysmith, Wisconsin. J Kaiser Management reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | J Kaiser Management |
|---|---|
| Based in | Ladysmith, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $305K across 14 accounts |
| SEC registration | Investment adviser representative in WI · CRD 7236740 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.jonpkaiser.com |
| Profile |
How Jonathan's firm compares
- J Kaiser Management's average account is about $22,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Jonathan
Is Jonathan Kaiser a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and J Kaiser Management 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, J Kaiser Management, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Jonathan Kaiser based?
Jonathan Kaiser is based in Ladysmith, Wisconsin.
Is Jonathan Kaiser registered with the SEC?
Yes. Jonathan Kaiser is registered as an investment adviser representative in WI (CRD 7236740), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does J Kaiser Management manage?
J Kaiser Management reports $305K across 14 accounts in assets under management.
How do I contact Jonathan Kaiser?
Through Jonathan's website, www.jonpkaiser.com.
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
- 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.
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