JEFFREY ROBERT KLEIN is an investment adviser representative (IAR) with state registration records since 2009, appearing at 4 firms. Currently registered with GALLAGHER FIDUCIARY ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 2022-06-08 | present | Yes |
| KESTRA ADVISORY SERVICES, LLC | 2017-10-24 | 2022-03-31 | — |
| MMC SECURITIES LLC | 2010-09-29 | 2013-10-31 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2009-04-06 | 2010-09-30 | — |