JK
JK

Jeffrey Ryan Kline

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

602 North Front Street, Wormleysburg, PA, 17043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jeffrey is the treasurer for Pennsylvania DeMolay, monitoring their investment account, and spends nearly full-time working for Stonebridge Financial Group. He also sells financial products through Private Client Services, dedicates a few hours per week to Stonebridge HR Solutions, and is a partner in SBFG Partners LLC, which owns a stake in an insurance agency.

Employment History
Current Registrations
Private Client Services, LLCBroker
April 2024 - Present · 1 yr 10 mos
Stonebridge Financial Group, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Triad Hybrid Solutions
November 2018 - December 2023 · 5 yrs 1 mo
Triad Advisors LLCBroker
October 2018 - April 2024 · 5 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2013 - November 2018 · 5 yrs 8 mos
Wells Fargo Advisors Financial Network, LLC
March 2013 - November 2018 · 5 yrs 8 mos
Wells Fargo Advisors, LLC
August 2007 - March 2013 · 5 yrs 7 mos
Wells Fargo Advisors, LLCBroker
July 2007 - March 2013 · 5 yrs 8 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jeffrey Ryan Kline - Financial Advisor | TrueAdvisor