Jonathan L. Kline
Professional summary
Jonathan Lee Kline, who also goes by Jonathan Kline, is a registered financial advisor currently at LAKEWOOD FINANCIAL GROUP, LLC located in Tafton, Pennsylvania.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jonathan has worked at 3 firms and has passed the Series 65, Series 63, Series 57TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Lee Kline's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 15, 2026 - Present
LAKEWOOD FINANCIAL GROUP, LLC
June 13, 2022 - February 2, 2026
NORTHEAST FINANCIAL GROUP, INC.
April 2, 2010 - March 21, 2022
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/15/2026)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamCurrent Firm
LAKEWOOD FINANCIAL GROUP, LLC
CRD#: 339568 / SEC#:
Contact information
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.
