JAMES MILGRAM KLEIN is an investment adviser representative (IAR) with state registration records since 1991, appearing at 2 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 2026-02-11 | present | Yes |
| MERITAGE PORTFOLIO MANAGEMENT, INC. | 1991-07-09 | 2026-03-23 | — |