Jeffrey Kline, financial advisor Seattle WA
89 score

Jeffrey Kline

CRD Number: 6145156
Current Firm: Capital One Advisors, LLC

Jeffrey Kline (CRD# 6145156) is an Investment Advisor Representative working at Capital One Advisors, LLC in Seattle, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Capital One Sharebuilder Wilmington, DE Dec 2012 - Current 4
Ing Direct, Fsb Wilmington, DE Jan 2011 - Dec 2012 1
Taylor Kline New Castle, DE Jun 2010 - Dec 2010 < 1
Standard Distributing Company New Castle, DE Jun 2004 - Jun 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Jeffrey P. Kline
Phone Number: 206-805-0800
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $1,343
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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