Jan R. Klype, financial advisor Tempe AZ

Jan R. Klype

CRD Number: 3075053
Current Firm: J.p. Morgan Securities LLC

Jan R. Klype (CRD# 3075053) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tempe, AZ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank, N.a. Tempe, AZ Apr 2022 - Current 1
J.p. Morgan Securities LLC Tempe, AZ Apr 2022 - Current 1
Charles Schwab & Company, Inc. Phoenix, AZ May 2018 - Apr 2022 3
Charles Schwab Phoenix, AZ May 2018 - Apr 2022 3
Schwab Private Client Investment Advisory, Inc. Phoenix, AZ May 2018 - Apr 2022 3
Unemployed Scottsdale, AZ Jan 2018 - Apr 2018 < 1
Rw Partners LLC Phoenix, AZ Jan 2017 - Dec 2017 < 1
Ranstad Scottsdale, AZ Jun 2016 - Dec 2016 < 1
Unemployed Phoenix, AZ Sep 2015 - May 2016 < 1
Self Employed Lorenskog, Apr 2013 - Aug 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Jan R. Klype
Phone Number: 800-999-2000
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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