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Jeffrey Scott Klinge

Ladenburg Thalmann Asset Management Inc.

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About Jeffrey Scott Klinge

Jeffrey Klinge is a registered investment advisor representative with Ladenburg Thalmann Asset Management Inc. Jeffrey has been in the securities industry since December 4, 1999. Jeffrey has passed the Series 66, Series 57TO, SIE, Series 55, and Series 7 exams. Jeffrey has been registered with Ladenburg Thalmann Asset Management Inc. since September 2006 and has previous experience with BROADWALL CAPITAL LLC and KNIGHT CAPITAL MARKETS, LLC.

Firm Information

Jeffrey Klinge is currently registered with Ladenburg Thalmann Asset Management Inc.. Ladenburg Thalmann Asset Management Inc. is an investment advisor headquartered in NEW YORK, NY. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They also provide model recommendations to other RIAs. The firm has approximately $4.3 billion in regulatory assets under management.
Ladenburg Thalmann Asset Management Inc.

640 FIFTH AVENUE

NEW YORK, NY 10019

$4.32B

Assets Under Management

Not reported

Total Clients

20

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide model recommendations to other rias

Provide model recommendations to other rias

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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percentage of assets

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

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Jeffrey Klinge’s Registration & Firm History

NY

03/23/2021 - Present

Ladenburg Thalmann Asset Management Inc. (NEW YORK NY)

NY

08/18/2005 - 09/25/2006

BROADWALL CAPITAL LLC (NEW YORK NY)

NY

06/03/1996 - 02/14/2002

KNIGHT CAPITAL MARKETS, LLC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 09/15/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2005

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/17/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jeffrey Scott Klinge.
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