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Jonathan Bradley Kline

Keybanc Capital Markets Inc.

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About Jonathan Bradley Kline

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.

Firm Information

Jonathan Kline is currently registered with Keybanc Capital Markets Inc.. Keybanc Capital Markets Inc. is a corporation formed on May 18, 1983 and is registered in 53 states and the SEC. The firm is headquartered in Cleveland, Ohio, and provides a wide range of investment banking and capital markets services. The firm's services include mergers and acquisitions, debt and equity underwriting, and financial advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

359

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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Jonathan Kline’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Bradley Kline.
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