JK
JK

Jaycee Christine Kertzman

6 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
11 clients
Average Client Portfolio
$788.3M average
Assets Under Management
$8.7B

Fee Structure

Financial Planning:Investment management only
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Location

200 Central Avenue, 15th Floor, St. Petersburg, FL, 33701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jaycee works as a front desk associate at Rush Cycle, a non-investment related business, dedicating a few hours per week. This activity does not occur during trading hours.

Employment History
Current Registrations
Dynasty Securities, LLCBroker
May 2023 - Present · 2 yrs 9 mos
Dynasty Wealth Management, LLC
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Morgan Stanley
July 2019 - August 2022 · 3 yrs 1 mo
Morgan StanleyBroker
July 2019 - August 2022 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2018 - April 2019 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2018 - April 2019 · 6 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.