Charles Schwab & Co., Inc

Investment Advisor
in Boston, MA
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About this Advisor

Jeffrey Kleintop is an investment advisor in Boston, Massachusetts. Currently a registered advisor with Charles Schwab & Co., Inc, they have accrued 11 years of professional experience in the financial advisory industry. Kleintop has Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Kleintop is able to work with investors based out of California. Their career trajectory has included roles at Linsco/Private Ledger and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc is headquartered in Boston, Massachusetts, and has 370 other brick-and-mortar locations throughout the nation. As a registered investment firm, Charles Schwab & Co., Inc employs more than 14,879 people. None of the advisory firm's clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Charles Schwab & Co., Inc can offer financial planning services, selection of other advisers and other services. The firm's fees may include hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others



Office Location

One International Place
Boston, MA 02110

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees


MA Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Jeffrey Kleintop Work History

Jeffrey has 11 years of experience.

2014 - Present (5 years)

Charles Schwab & Co., Inc

2007 - 2014 (7 years)

Linsco/Private Ledger


Jeffrey Kleintop has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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