Jeffrey Kline (CRD# 5369961) is an Investment Advisor Representative working at Stonebridge Financial Group, LLC in Wormleysburg, PA and has over 16 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Lancaster, PA | Apr 2024 - Current | < 1 |
| Stonebridge Financial Group, LLC | Wormleysburg, PA | Jan 2024 - Current | < 1 |
| Triad Advisors | Norcross, GA | Oct 2018 - Apr 2024 | 5 |
| Triad Hybrid Solutions | Norcross, GA | Oct 2018 - Apr 2024 | 5 |
| Wells Fargo Advisors Financial Network, LLC | Wormleysburg, PA | Mar 2013 - Oct 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- PA
-
Total Assets Under Management1,582MILLIONS
-
Total Number of Accounts3,697ACCOUNTS
-
Average Account Value$427,817
- 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
- Pension consulting services
AZ, CA, CO, CT, DE, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, SC, TX, VA
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