Jonathan
Klein
Pruco Securities, LLC
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About this Advisor
Jonathan Klein is a financial advisor based in Riverhead, New York, working with Pruco Securities, LLC. Jonathan has previously held positions at Genesis Global Trading Inc, The Prudential Insurance Co. Of America, Grayscale Investments LLC, Barclays, Stifel Nicolaus And Company Inc, Northwestern Mutual Life Insurance Company, Grayscale Securities LLC, Northwestern Mutual Investment Services LLC, and Pruco Securities, LLC. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Jonathan is part of Pruco Securities, LLC, which operates out of Riverhead, New York. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pruco Securities, LLC Brokerage Details
$16,378,802,331
2,700
113,575
$144,211
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jonathan Klein Work History
The Prudential Insurance Co. Of America
Pruco Securities, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Genesis Global Trading Inc
Grayscale Investments LLC
Grayscale Securities LLC
Stifel Nicolaus And Company Inc
Barclays
Disclosures
Please visit the SEC profile of Jonathan Klein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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