Unclaimed
Jonathan Kline is a financial professional who is registered with Keybanc Capital Markets Inc. Jonathan has been in the industry since December 2011 and holds the Series 63, SIE, and Series 79 licenses. Jonathan is registered in California. Jonathan was previously employed by BMO Capital Markets Corp.
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.
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.
1
2
CA
04/12/2022 - Present
Keybanc Capital Markets Inc. (San Francisco CA)
CA
12/20/2011 - 04/06/2022
BMO CAPITAL MARKETS CORP. (SAN FRANCISCO CA)
BC
Issued 09/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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