Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Kline is a financial professional based in Sacramento, California. Jonathan has been in the industry since October 23, 2007 and is currently registered with Farmers Financial Solutions, LLC. Jonathan is licensed to conduct business in California.
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.
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2
CA
09/27/2016 - Present
Farmers Financial Solutions, LLC (SACRAMENTO CA)
CA
03/30/2010 - 11/11/2015
FARMERS FINANCIAL SOLUTIONS, LLC (CITRUS HEIGHTS CA)
CA
10/22/2008 - 03/19/2010
WELLS FARGO INVESTMENTS, LLC (SACRAMENTO CA)
CA
05/11/2004 - 04/05/2006
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 10/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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