Jeffrey
Klein
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Jeffrey Klein is a financial advisor working in Boston, Massachusetts with a total of 1 year of industry experience. Klein is an employee of Gallagher Fiduciary Advisors, LLC. Their career trajectory has included roles at The Bostonian Group, Mmc Securities Corp, John Hancock, John Hancock Distributors LLC, Gallagher Fiduciary Advisors, LLC, United Planners Financial Services, Capital Advisory Group, Ipswich Bay Advisors, Inc, Kestra Investments, Arthur J Gallagher and Triad Advisor. Klein maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to work in Massachusetts. Gallagher Fiduciary Advisors, LLC is a registered investment firm that has its headquarters in Rolling Meadows, IL. The firm has offices in 25 locations and a total of 134 employees. It administers $7 billion in assets across its 113 customer accounts, placing it among the largest firms in the nation by assets under management. The business has a wide range of services, including portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice are based on which services the firm provides the client. Fee types charged by Gallagher Fiduciary Advisors, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gallagher Fiduciary Advisors, LLC Brokerage Details
$6,543,290,721
134
113
$57,905,228
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jeffrey Klein Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Gallagher Fiduciary Advisors, LLC
Triad Advisor
Kestra Investments
Arthur J Gallagher
United Planners Financial Services
Capital Advisory Group
Ipswich Bay Advisors, Inc
John Hancock
John Hancock Distributors LLC
Mmc Securities Corp
The Bostonian Group
*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 Jeffrey Klein 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 Gallagher Fiduciary Advisors, LLC
Rockville, MD
Carmel, IN
Rolling Meadows, IL
Mount Laurel, NJ
Boston, MA
East Hartford, CT
Bloomfield Hills, MI
Dallas, TX
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