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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 an investment advisor representative with Northeast Financial Group, Inc. Jonathan has been in the financial services industry since 2007. Jonathan has a Series 63, 65 and 7 licenses, as well as a Securities Industry Essentials Examination (SIE) and Securities Trader Exam (Series 57TO). Jonathan's firm specializes in financial planning, portfolio management and pension consulting services. Jonathan is registered to provide investment advisory services in Pennsylvania and Texas. Jonathan's firm provides advisory services to individuals, businesses, pooled investment vehicles and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
03/01/2024 - Present
Northeast Financial Group, Inc. (ALLENTOWN PA)
CA
04/02/2010 - 03/21/2022
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
IA
Issued 06/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2010
Series 63 - Uniform Securities Agent 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 04/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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