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Managing Director

Jeff Kerstine, CFA®
FINRA Brokercheck
Address
5400 Lyndon B Johnson Freeway
Suite 825
Dallas, TX 75240
US
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Contact Hours
By appointment

About Jeff

Jeff Kerstine is a managing director with Fifth Third Wealth Advisors, serving clients in Texas. With more than 30 years of financial services industry experience, he provides comprehensive wealth management solutions to high-net-worth individuals & families, foundations, endowments and institutional clients. Serving as an investment fiduciary, Jeff has extensive experience in portfolio design & asset allocation strategies and uses a coordinated, client-focused approach to deliver expert guidance, experienced money management and personalized service – all backed by the resources of Fifth Third Bank. Jeff joined Fifth Third Wealth Advisors in 2024. He most recently served as an investment manager with Truist Wealth in North Texas. His areas of expertise include tax-efficient, fee-conscious portfolio management, retirement planning, investment research and cash flow & budgeting. He currently serves as chair of the investment committee for the Jewish Family Service (JFS) Foundation of Greater Dallas and is a member of their board of trustees.
Education
Bachelor of Arts – Business-Economics, UCLA
Licenses & Professional Designations
  • CFA®

About Fifth Third Wealth Advisors

At Fifth Third Wealth Advisors, you’ll get the investment management expertise and responsive service you’re looking for, along with access to a wide range of financial services and solutions tailored for your unique needs. As a Registered Investment Adviser, we provide client-focused advice with goal-based planning and investing. Our financial recommendations are focused on what’s best for you. At the same time, we can help you engage the broad capabilities of Fifth Third Bank.
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