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JK

Jason S. Kling

CHAUNER SECURITIES
Northbrook, IL 60062-2735
Some features on this profile are disabled
CRD#: 2449103
JK

Professional summary


Jason Scott Kling is a registered financial professional currently at CHAUNER SECURITIES, INC. located in Northbrook, Illinois.

Jason is registered as a RR (Registered Representative) and started their career in finance in 1994. Jason has worked at 19 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Jason Scott Kling's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 20, 2023 - Present

CHAUNER SECURITIES, INC.

Office #1: 666 Dundee Road, Suite 903, Northbrook, IL 60062-2735
BD
CRD#: 10075
Northbrook, IL
Past

June 16, 2022 - July 10, 2023

WEALTHFORGE SECURITIES, LLC

BD
CRD#: 152550
RICHMOND, VA
Past

December 15, 2020 - June 15, 2022

EMERSON EQUITY LLC

BD
CRD#: 130032
SAN MATEO, CA
Past

April 9, 2020 - December 4, 2020

STRATCAP SECURITIES, LLC

BD
CRD#: 151152
NEW YORK, NY
Past

January 18, 2019 - February 19, 2020

SELECT CAPITAL CORPORATION

BD
CRD#: 145997
SAN JUAN CAPISTRANO, CA
Past

March 30, 2018 - October 21, 2020

AMP WEALTH MANAGEMENT

RIA
CRD#: 108712
AURORA, IL
Past

October 18, 2016 - July 9, 2018

THE M & A GROUP LLC

BD
CRD#: 144909
SARASOTA, FL
Past

January 13, 2014 - September 6, 2016

FORESTERS EQUITY SERVICES, INC.

RIA
CRD#: 18464
AUROA, IL
Past

January 13, 2014 - September 6, 2016

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

August 3, 2011 - May 16, 2012

AUSDAL FINANCIAL PARTNERS, INC.

RIA
CRD#: 7995
NAPERVILLE, IL
Past

August 3, 2011 - May 16, 2012

AUSDAL FINANCIAL PARTNERS, INC.

BD
CRD#: 7995
NAPERVILLE, IL
Past

July 27, 2010 - October 12, 2010

LEADER CAPITAL CORP.

BD
CRD#: 46206
VANCOUVER, WA
Past

February 1, 2008 - June 2, 2010

KBR CAPITAL MARKETS, LLC

BD
CRD#: 128800
PALO ALTO, CA
Past

March 28, 2006 - February 4, 2008

TCADVISORS NETWORK INC.

BD
CRD#: 35794
CENTENNIAL, CO
Past

December 16, 2003 - December 2, 2004

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

May 6, 2003 - March 19, 2004

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CINCINNATI, OH
Past

March 26, 2003 - April 17, 2003

DWS INVESTMENT MANAGEMENT AMERICAS, INC.

RIA
CRD#: 104518
CHICAGO, IL
Past

April 27, 2000 - April 17, 2003

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL
Past

May 4, 1999 - January 14, 2000

COHEN & STEERS SECURITIES, LLC

BD
CRD#: 29258
NEW YORK, NY
Past

February 28, 1995 - April 24, 1999

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL
Past

August 4, 1994 - August 25, 1994

L.C. WEGARD & CO., INC.

BD
CRD#: 3722
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(9/29/2023)
RR
Arizona
(9/12/2023)
RR
Arkansas
(10/9/2023)
RR
California
(9/12/2023)
RR
Colorado
(9/12/2023)
RR
Connecticut
(9/12/2023)
RR
Delaware
(9/14/2023)
RR
District of Columbia
(9/12/2023)
RR
Florida
(9/12/2023)
RR
Georgia
(9/12/2023)
RR
Idaho
(9/6/2023)
RR
Illinois
(7/20/2023)
RR
Indiana
(12/13/2023)
RR
Iowa
(9/8/2023)
RR
Kansas
(9/20/2023)
RR
Kentucky
(9/18/2023)
RR
Louisiana
(9/12/2023)
RR
Maine
(9/18/2023)
RR
Maryland
(9/12/2023)
RR
Massachusetts
(9/12/2023)
RR
Michigan
(9/25/2023)
RR
Minnesota
(9/12/2023)
RR
Mississippi
(9/12/2023)
RR
Missouri
(10/12/2023)
RR
Montana
(9/11/2023)
RR
Nebraska
(9/26/2023)
RR
Nevada
(9/12/2023)
RR
New Hampshire
(9/12/2023)
RR
New Jersey
(9/6/2023)
RR
New Mexico
(10/3/2023)
RR
New York
(9/12/2023)
RR
North Carolina
(9/12/2023)
RR
North Dakota
(9/26/2023)
RR
Ohio
(9/12/2023)
RR
Oklahoma
(9/13/2023)
RR
Oregon
(9/19/2023)
RR
Pennsylvania
(9/12/2023)
RR
Rhode Island
(9/12/2023)
RR
South Carolina
(9/12/2023)
RR
South Dakota
(9/26/2023)
RR
Tennessee
(9/12/2023)
RR
Texas
(9/26/2023)
RR
Utah
(9/12/2023)
RR
Vermont
(10/6/2023)
RR
Virginia
(9/23/2023)
RR
Washington
(9/25/2023)
RR
West Virginia
(10/2/2023)
RR
Wisconsin
(9/12/2023)
RR
Wyoming
(9/12/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/27/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CS
CHAUNER SECURITIES, INC.
CHAUNER & COTTER, INC. | CHAUNER, GRAVER & ASSOCIATES, INC. | CHAUNER, COTTER & GRAVER, INC. | CHAUNER SECURITIES, INC.

CRD#: 10075 / SEC#: , 8-33980

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
666 Dundee Road, Suite 903, Northbrook, IL 60062-2735
Mailing Address
666 Dundee Road, Suite 903, Northbrook, IL 60062-2735
Phone number
(847) 509-8880
Established
Illinois since 04/10/1985
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SARAH C. CYPHERS TRUSTTRUST
CHAUNER, FRANK BYRONVICE PRESIDENT735725
CYPHERS, SARAH C.PRESIDENT, CHIEF COMPLIANCE OFFICER, TRUSTEE4691733

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CHAUNER SECURITIES, INC.

CRD#: 10075Northbrook, IL 60062-2735

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