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Jonathon Patrick Klein

303 Alternatives, LLC

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About Jonathon Patrick Klein

Jonathon Patrick Klein is a securities professional registered in Illinois. Jonathon is associated with 303 Alternatives, LLC and is located in the Chicago, IL branch office. Jonathon has passed the Series 63, Series 82TO and SIE exams. Jonathon has been in the securities industry for a total of 1 year.

Firm Information

Jonathon Klein is currently registered with 303 Alternatives, LLC. 303 Alternatives, LLC is a Limited Liability Company formed on October 23, 2012. The firm is registered in California, Florida, Illinois, and New York.

Not reported

Assets Under Management

Not reported

Total Clients

4

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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Jonathon Klein’s Registration & Firm History

IL

03/27/2023 - Present

303 Alternatives, LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 05/25/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/27/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 04/20/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathon Patrick Klein.
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