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Jeffrey G Klepacki

Bluerock Capital Markets LLC

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About Jeffrey G Klepacki

Jeffrey Klepacki is a financial professional with over 20 years of experience in the industry. Jeffrey is currently registered with Bluerock Capital Markets LLC and has previously held positions at VT Distributors LLC, Aberdeen Fund Distributors, LLC, American Funds Distributors, Inc., Delaware Distributors, L.P., and Allianz Global Investors Distributors LLC. Jeffrey holds a Series 7, Series 63, Series 24, and SIE license and is registered in all 50 states and Puerto Rico.

Firm Information

Jeffrey Klepacki is currently registered with Bluerock Capital Markets LLC. Bluerock Capital Markets LLC is a Limited Liability Company formed in August 2005. The firm is registered with the Securities and Exchange Commission and in all 50 states, as well as in Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

30

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.

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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Jeffrey Klepacki’s Registration & Firm History

NY

04/04/2024 - Present

Bluerock Capital Markets LLC (New York NY)

NY

12/15/2020 - 08/23/2022

VT DISTRIBUTORS LLC (NEW YORK NY)

PA

01/05/2017 - 12/31/2019

ABERDEEN FUND DISTRIBUTORS, LLC (PHILADELPHIA PA)

CA

09/10/2014 - 01/22/2016

AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)

PA

01/15/2010 - 09/02/2014

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

NY

01/15/2002 - 12/21/2009

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

CA

06/12/1997 - 01/25/2002

NICHOLAS-APPLEGATE SECURITIES (A CALIFORNIA LIMITED PARTNERSHIP) (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 04/05/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/28/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey G Klepacki.
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