JACOB DANIEL KLEIN is an investment adviser representative (IAR) with state registration records since 2009, appearing at 3 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2018-02-14 | present | Yes |
| INVEST FINANCIAL CORPORATION | 2010-03-22 | 2018-02-14 | — |
| KEY INVESTMENT SERVICES LLC | 2009-03-25 | 2010-03-23 | — |