Kb Financial Advisors LLC

Kb Financial Advisors LLC (CRD# 134374) is a financial advisory firm headquartered in San Francisco, CA. They manage $27,293,522 in 203 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $134,451
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TN

Financial Advisors at Kb Financial Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jackie L. Kleinman
CRD#: 2825879
90 New Montgomery St, #1001, San Francisco, CA 94105
96
Wealthminder
score

Jackie Kleinman (CRD# 2825879) is an Investment Advisor Representative working at Kb Financial Advisors LLC in San Francisco, CA and has over 20 years of experience in the finance industry. Jackie Kleinman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joshua L. Loveall
CRD#: 5758713
90 New Montgomery St, #1001, San Francisco, CA 94105
96
Wealthminder
score

Joshua Loveall (CRD# 5758713) is an Investment Advisor Representative working at Kb Financial Advisors LLC in San Francisco, CA and has over 6 years of experience in the finance industry. Joshua Loveall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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