Jonathan Kerstetter creates customized and comprehensive financial plans that serve short-term goals and long-term strategies.
Jon’s analytical mind and extensive knowledge in using industry software adds robust support to the Morton Brown Family Wealth team. He holds designations as a Certified Financial Planner™ and Accredited Asset Management Specialist AAMS®. Jon regularly performs financial research, runs calculations, simulates projections, and generates tailored what-if scenarios for financial planning clients. He interprets complex financial statements and reports to assist in the strategic planning process. Jon also models financial planning visuals to create dynamic client presentations.
A lifelong Lehigh Valley resident, Jon enjoys working with local families to help them reach financial goals. Prior to joining Morton Brown Family Wealth, Jon gained experience on all sides of the financial industry, working for wealth planners, broker-dealers, and insurance brokers. He earned his B.A. in Business Administration from Muhlenberg College and his A.D. from Penn State University.
Certified Financial Planner Board of Standards Inc. owns the certification marks Certified Financial Planner™ and CFP® in the U.S.
Out of the Office
Jon is a big Penn State football fan and enjoys attending home games with his family and friends. He’s also an avid follower of the Philadelphia Eagles and Phillies. In his free time, he enjoys golfing, traveling, and working on home improvements. His future travel goals include visiting more Caribbean islands and seeing a game at each of the 30 Major League Baseball ballparks.
What drew you to a career in finance?
As someone who grew up loving and playing sports, this career path allowed me to translate some of those fast-paced, continuously challenging skills to build a career in wealth management. From a young age, I always had a curiosity about personal finance, as well.
What do you find most rewarding about the work that you do?
It is personally fulfilling work that allows our team at Morton Brown Family Wealth to make meaningful changes and have a positive impact on people’s lives.
Do you have any skills or talents that most people don’t know about?
I do most things left-handed, except shoot a basketball.
How do you define balance in your life?
Have fun and enjoy what you’re doing, both personally and professionally. Don’t forget to show gratitude. Everything else will take care of itself.