# JEFFREY ROGER KLEIN

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PRIVATE ADVISOR GROUP, LLC](https://search.stillhousedata.com/firm/155216) | 2026-06-26 | present | Yes |
| [MARINER INDEPENDENT ADVISOR NETWORK, LLC](https://search.stillhousedata.com/firm/283824) | 2016-07-15 | 2026-06-26 | — |
| [STRATEGIC WEALTH ADVISORS GROUP](https://search.stillhousedata.com/firm/140977) | 2015-06-03 | 2016-07-07 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2008-02-29 | 2015-05-27 | — |
| [RBC CAPITAL MARKETS, LLC](https://search.stillhousedata.com/firm/31194) | 2002-04-06 | 2008-03-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4465043)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4465043.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.