John Klein (CRD# 4497679) is an Investment Advisor Representative working at Klein Financial Advisors in Mission Viejo, CA and has over 23 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Klein Financial Advisors | Rancho Mission Viejo, CA | Jan 2000 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
- CA
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$1,000,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA
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