Jeffrey KleinCRD Number: 4465043
Current Firm: Strategic Wealth Advisors Group
Jeffrey Klein (CRD# 4465043) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Bend, OR and has over 14 years of experience in the finance industry.
Sheppard Wealth Management, LLC
Lpl Financial LLC
Capstone Wealth Management Group, LLC
|Strategic Wealth Advisors Group||San Mateo, CA||May 2015 - Current||1|
|Lpl Financial||Bend, OR||May 2015 - Current||1|
|Wells Fargo Advisors LLC||Bend, OR||May 2009 - May 2015||6|
|Wachovia Securities, LLC||Bend, OR||Feb 2008 - May 2009||1|
|Rbc Dain Rauscher Inc.||Bend, OR||Oct 2001 - Feb 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2001|
Total Assets Under Management1,312MILLIONS
Total Number of Accounts7,978ACCOUNTS
Average Account Value$164,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, LA, MD, MI, NC, NH, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, VT, WA
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