JACOB ROSS KLEIN is an investment adviser representative (IAR) with state registration records since 2020, appearing at 2 firms. Currently registered with WELLS FARGO CLEARING SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 2025-09-08 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2020-03-16 | 2025-08-30 | — |