Matthew
Kline
Chesapeake Financial Advisors
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About this Advisor
Matthew Kline is a financial advisor working in Towson, Maryland who has 2 years of relevant experience. Kline is an advisor for Chesapeake Financial Advisors. During their career, Kline has held roles at Jpmorgan Securities LLC, Jpmorgan Chase Bank, Precision Therapuetics, Conference And Event Center At Saint Vincent College, Saint Vincent College, Morgan Stanley & Co., LLC and Chesapeake Financial Advisors. Kline has a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Maryland and Texas. Chesapeake Financial Advisors is an advisory firm that has its headquarters in Towson, MD. The firm has offices in three locations and a total of 14 advisors. It administers $246 million in assets among its 1,286 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,286 customer accounts, 20% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Chesapeake Financial Advisors provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice usually depend on which services the firm provides the client. Fees billed by Chesapeake Financial Advisors likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Chesapeake Financial Advisors Brokerage Details
$245,491,290
14
1,286
$190,895
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Kline Work History
Matthew has been registered as a financial advisor for 2 years.*
Chesapeake Financial Advisors
Morgan Stanley & Co., LLC
Jpmorgan Securities LLC
Jpmorgan Chase Bank
Precision Therapuetics
Conference And Event Center At Saint Vincent College
Saint Vincent College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Kline to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Chesapeake Financial Advisors
Towson, MD
Towson, MD
Towson, MD
Towson, MD
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