Jackie L. Kleinman
Professional summary
Jackie Lynn Kleinman, CFP®, who also goes by Jackie L Kleinman, is a registered financial advisor currently at KB FINANCIAL ADVISORS LLC located in San Francisco, California.
Jackie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jackie has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jackie Lynn Kleinman's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2001
Experience
December 23, 2015 - Present
KB FINANCIAL ADVISORS LLC
Office #1: 595 Market Street Suite 1023, San Francisco, CA 94105December 16, 1996 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
December 16, 1996 - January 31, 2002
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
KB FINANCIAL ADVISORS LLC
CRD#: 134374 / SEC#: 801-135226
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/23/2015)
(4/20/2021)
Exams
Current Firm
KB FINANCIAL ADVISORS LLC
CRD#: 134374 / SEC#: 801-135226
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 386 |
| AUM (Assets Under Management) | $ 115,482,021 |
Red Flags
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Company Information
KB FINANCIAL ADVISORS LLC
CRD#: 134374San Francisco, CA 94105TRUST BUT VERIFY
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