JEFFREY ROGER KLEIN is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with PRIVATE ADVISOR GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | 2026-06-26 | present | Yes |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2016-07-15 | 2026-06-26 | — |
| STRATEGIC WEALTH ADVISORS GROUP | 2015-06-03 | 2016-07-07 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2008-02-29 | 2015-05-27 | — |
| RBC CAPITAL MARKETS, LLC | 2002-04-06 | 2008-03-05 | — |