Jared Kline (CRD# 7167305) is an Investment Advisor Representative working at Kellett Wealth Advisors, LLC in Cincinnati, OH and has over 4 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kellett Schaffner Wealth Advisors, LLC | Cincinnati, OH | Aug 2019 - Current | 4 |
| Procter & Gamble | Cincinnati, OH | Jan 1995 - Aug 2019 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- OH
-
Total Assets Under Management262MILLIONS
-
Total Number of Accounts1,018ACCOUNTS
-
Average Account Value$257,584
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, FL, IN, KY, OH, TX
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