KESSLER FINANCIAL SERVICES
Firm details
- Headquarters
- SAN JOSE, California
- CRD number
- 135967
- Fee structure
- Hourly Charges, Commissions
- Services
- Financial Planning
Firm profile
FINTRXOverview
Kessler Financial Services is structured as a sole proprietorship with an individual owner and operates at the intersection of brokerage, real estate, and financial planning. The firm acts as a registered representative of a broker‑dealer and is also licensed as a real estate broker; its advisory activity is listed as financial planning services. Its client billing mix leans on hourly charges and commissions rather than an asset‑based advisory fee. The firm is classified as unclassified in the snapshot data, is not flagged as a capital allocator, and is not an active ESG investor or multi‑state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JOHN KESSLER
Advisory AffiliateCRD 1771455
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN JOSE, CA
SANTA CLARA
Location
SAN JOSE, CA
Headquartered in SAN JOSE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 31 E Julian St
- Time zone
- PT (UTC-8)
- Office locations
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