Jonathon Patrick Klein
Professional Summary
Jonathon Patrick Klein, who also goes by Jon Klein, Jonno Klein, was a registered financial advisor. Jonathon was a previously registered financial professional and started their career in finance 2023 - 2026. Jonathon had worked at 1 firm and has passed the Series 63, Series 82TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jon Klein, Jonno Klein
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
303 ALTERNATIVES, LLC | 303 CAPITAL MARKETS, LLC
Contact Information
Main Address
401 West Superior Street, Chicago, IL 60654Mailing Address
401 West Superior Street, Chicago, IL 60654Phone Number
(312) 605-8000Established
Delaware since 10/23/2012Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (4 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Mar 2023About the Series 82TO examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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