JONES KERTZ & ASSOCIATES, INC.
CRD #104976 SEC #801-112613 BLAINE, MN 612-341-2218
SEC Registered
Total AUM
$206.2M
Discretionary
$206.2M
Employees
4
Clients
--
Accounts
47
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $206.2M | $206.2M | $0 | 4 | 0 |
| Feb 2024 | $181.5M | $181.5M | $0 | 4 | 0 |
| May 2023 | $154.3M | $154.3M | $0 | 4 | 0 |
| May 2023 | $154.3M | $154.3M | $0 | 4 | 0 |
| Feb 2023 | $154.3M | $154.3M | $0 | 4 | 0 |
| Feb 2022 | $193.4M | $193.4M | $0 | 4 | 0 |
| Jul 2021 | $158.4M | $158.4M | $0 | 4 | 0 |
| Mar 2021 | $158.4M | $158.4M | $0 | 4 | 0 |
| Oct 2020 | $134.7M | $134.7M | $0 | 4 | 0 |
| Oct 2020 | $134.7M | $134.7M | $0 | 4 | 0 |
| Jun 2020 | $134.7M | $134.7M | $0 | 4 | 0 |
| Feb 2020 | $134.7M | $134.7M | $0 | 4 | 0 |
| Oct 2019 | $129.9M | $129.9M | $0 | 4 | 0 |
| Mar 2019 | $112.1M | $112.1M | $0 | 4 | 0 |
| Mar 2018 | $118.1M | $118.1M | $0 | 4 | 0 |
| Feb 2018 | $118.1M | $118.1M | $0 | 4 | 0 |
| Feb 2012 | $73.2M | $72.7M | $513.2K | 1 | 26 |
| Feb 2012 | $73.2M | $72.7M | $513.2K | 1 | 26 |
| Feb 2012 | $73.2M | $72.7M | $513.2K | 1 | 26 |
| Jan 2012 | $73.2M | $72.7M | $513.2K | 1 | 26 |
| Apr 2010 | $78M | $75.2M | $2.8M | 5 | -- |
| Mar 2010 | $78M | $75.2M | $2.8M | 5 | -- |
| Feb 2009 | $62.7M | $60.4M | $2.3M | 5 | -- |
| Mar 2008 | $88M | $84.9M | $3.2M | 5 | -- |
| Feb 2007 | $88.8M | $85.8M | $2.9M | 5 | -- |
| Feb 2006 | $87.5M | $84.8M | $2.6M | 5 | -- |
| Aug 2004 | $82.2M | $79.6M | $2.6M | 5 | -- |
| Jul 2004 | $82.2M | $79.6M | $2.6M | 5 | -- |
| May 2004 | $82.2M | $79.6M | $2.6M | 5 | -- |
| Oct 2003 | $71M | $68.7M | $2.3M | 5 | -- |
| May 2002 | $99.6M | $97.1M | $2.5M | 5 | -- |
| Mar 2002 | $99.6M | $97.1M | $2.5M | 5 | -- |
| Sep 2001 | $126.9M | $124.2M | $2.7M | 5 | -- |
DateFeb 2025
Total AUM$206.2M
Discretionary$206.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$181.5M
Discretionary$181.5M
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$154.3M
Discretionary$154.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$154.3M
Discretionary$154.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$154.3M
Discretionary$154.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$193.4M
Discretionary$193.4M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$158.4M
Discretionary$158.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$158.4M
Discretionary$158.4M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$0
Employees4
Clients0
DateOct 2019
Total AUM$129.9M
Discretionary$129.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2012
Total AUM$73.2M
Discretionary$72.7M
Non-Disc.$513.2K
Employees1
Clients26
DateFeb 2012
Total AUM$73.2M
Discretionary$72.7M
Non-Disc.$513.2K
Employees1
Clients26
DateFeb 2012
Total AUM$73.2M
Discretionary$72.7M
Non-Disc.$513.2K
Employees1
Clients26
DateJan 2012
Total AUM$73.2M
Discretionary$72.7M
Non-Disc.$513.2K
Employees1
Clients26
DateApr 2010
Total AUM$78M
Discretionary$75.2M
Non-Disc.$2.8M
Employees5
Clients--
DateMar 2010
Total AUM$78M
Discretionary$75.2M
Non-Disc.$2.8M
Employees5
Clients--
DateFeb 2009
Total AUM$62.7M
Discretionary$60.4M
Non-Disc.$2.3M
Employees5
Clients--
DateMar 2008
Total AUM$88M
Discretionary$84.9M
Non-Disc.$3.2M
Employees5
Clients--
DateFeb 2007
Total AUM$88.8M
Discretionary$85.8M
Non-Disc.$2.9M
Employees5
Clients--
DateFeb 2006
Total AUM$87.5M
Discretionary$84.8M
Non-Disc.$2.6M
Employees5
Clients--
DateAug 2004
Total AUM$82.2M
Discretionary$79.6M
Non-Disc.$2.6M
Employees5
Clients--
DateJul 2004
Total AUM$82.2M
Discretionary$79.6M
Non-Disc.$2.6M
Employees5
Clients--
DateMay 2004
Total AUM$82.2M
Discretionary$79.6M
Non-Disc.$2.6M
Employees5
Clients--
DateOct 2003
Total AUM$71M
Discretionary$68.7M
Non-Disc.$2.3M
Employees5
Clients--
DateMay 2002
Total AUM$99.6M
Discretionary$97.1M
Non-Disc.$2.5M
Employees5
Clients--
DateMar 2002
Total AUM$99.6M
Discretionary$97.1M
Non-Disc.$2.5M
Employees5
Clients--
DateSep 2001
Total AUM$126.9M
Discretionary$124.2M
Non-Disc.$2.7M
Employees5
Clients--