KESSLER FINANCIAL SERVICES

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Advisory reps
1

Firm details

Headquarters
SAN JOSE, California
CRD number
135967
Fee structure
Hourly Charges, Commissions
Services
Financial Planning

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JOHN KESSLER

    Advisory AffiliateCRD 1771455

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth