Jeffrey
Klecan
Equity Services, Inc
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About this Advisor
Jeffrey Klecan is a financial advisor working out of Brecksville, Ohio with 23 years of industry experience. Klecan is on the advisory team at Equity Services, Inc. Over the course of their career, they have held roles at Equity Services, Inc, National Life Of Vermont and National Life Ins Co. Klecan is registered to work in Ohio. Equity Services, Inc is a financial advisory firm based out of Montpelier, VT. The firm has offices in 220 locations and a total of 440 people on staff. It controls $2 billion in assets across its 11,317 client accounts, placing it among the largest firms in the country by assets under management. The firm serves five charitable organizations. Of its 11,317 accounts, 23% belong to high-net-worth investors who have at least $1 million in investable assets. Equity Services, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually are based on which services the firm provides the client. Fee types billed by Equity Services, Inc can be comprised of asset-based, hourly, fixed and commission-based fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$1,866,892,398
440
11,317
$164,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Klecan Work History
Jeffrey has been registered as a financial advisor for 23 years.*
Equity Services, Inc
National Life Of Vermont
National Life Ins Co
*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 Klecan 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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