Jeffrey KleinCRD Number: 6302626
Current Firm: Opes Advisors, Inc.
Jeffrey Klein (CRD# 6302626) is an Investment Advisor Representative working at Opes Advisors, Inc. in Palo Alto, CA and has over 3 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Three Bell Capital LLC
Parker Investment Management, LLC
|Opes Advisors||Palo Alto, CA||Jun 2008 - Current||9|
|Glenbrook Enterprises, Dba Absolute Mortgage Banking||Palo Alto, CA||Jan 1998 - Jun 2008||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management299MILLIONS
Total Number of Accounts874ACCOUNTS
Average Account Value$341,681
- 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
- Selection of other advisers (including private fund managers)
CA, OR, TX, WA