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Jackie Lynn Kleinman

KB Financial Advisors LLC

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About Jackie Lynn Kleinman

Jackie Lynn Kleinman is a financial advisor with over 25 years of experience in the industry. Jackie is currently registered with KB Financial Advisors LLC. Prior to that, Jackie worked with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Jackie is a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses. Jackie's services include financial planning and portfolio management for individuals. Jackie's firm, KB Financial Advisors LLC, manages approximately $87,333,243 in assets for 326 clients.

Firm Information

Jackie Kleinman is currently registered with KB Financial Advisors LLC. KB Financial Advisors LLC is an investment advisor with 2 investment advisor representatives. The firm manages approximately $87.33 million in assets for 326 clients. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals.

$87.33M

Assets Under Management

50

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jackie Kleinman’s Registration & Firm History

CA

04/20/2021 - Present

KB Financial Advisors LLC (SAN FRANCISCO CA)

MA

12/16/1996 - 01/31/2002

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

12/16/1996 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 12/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/26/2000

Series 7 - General Securities Representative Examination

BC

Issued 12/13/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jackie Lynn Kleinman.
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