Jeff Kerstine, CFA®

Managing Director

Jeff Kerstine, CFA®
Address
8333 Douglas Avenue
Suite 130
Dallas, TX 75225
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


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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Investing involves risks and you may incur a profit or a loss. Past performance does not guarantee future results.

This material is for informational purposes only. It should not be construed as personalized investment advice or a solicitation to purchase or sell securities. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment vehicle, strategy or product referenced in the material will be profitable or suitable for your particular investment situation. In addition, Fifth Third Wealth Advisors has engaged affiliates to provide certain proprietary investment products and services. Such affiliated compensation arrangements create a conflict of interest by incentivizing Fifth Third Wealth Advisors to use these affiliated services and products over offerings from unaffiliated third parties. Asset allocation, tax sensitive investing and diversification does not guarantee a profit or protection against loss. It is important to understand that the information provided does not serve as a substitute for professional and personalized investment advice from Fifth Third Wealth Advisors or any other investment professional. If you have any questions regarding the applicability of any of the information presented to your circumstances you are encouraged to consult FTWA®, or another investment professional of your choosing. For detailed discussion of Fifth Third Wealth Advisors, LLC and its investment advisory fees, see the firm's Form ADV on file with the SEC at www.adviserinfo.sec.gov.

Fifth Third Wealth Advisors LLC is a wholly-owned subsidiary of Fifth Third Bank, National Association, and an investment adviser registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training.

Fifth Third Wealth Advisors offers investment services. Fifth Third Bancorp provides access to banking, insurance, investments and investment services through its various subsidiaries, including Fifth Third Wealth Advisors.

Investments, investment services and insurance:

Are Not FDIC Insured

Offer No Bank Guarantee

May Lose Value

Are Not Insured By Any Federal Government Agency

Are Not A Deposit

Fifth Third Wealth Advisors may only transact business in a particular state if first licensed, excluded or exempted from state investment adviser or IA representative licensing requirements, and follow-up, individualized responses to persons in the particular state by the investment adviser or IA representative that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with investment adviser or IA representative licensing requirements, or an applicable exemption or exclusion.