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Jeffrey Paul Klinefelter

PIPER JAFFRAY & CO.·MINNEAPOLIS, Minnesota
SIE, Series 7, Series 24, Series 55, Series 63, Series 86, Series 87Clean recordPIPER JAFFRAY & CO.
800 NICOLLET MALL, MINNEAPOLIS, MN 55402-7020CRD# 2961501Firm CRD# 665

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Paul Klinefelter · MINNEAPOLIS, MN
Registration
CRD #2961501 · PIPER JAFFRAY & CO.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 55
Series 63
Series 86
Series 87
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PIPER SANDLER & CO.
CRD 665 · SEC 801-108049
AUM
$1.6B
Regulatory assets under management
Employees
1,335
1 client accounts
Services offered by PIPER SANDLER & CO.
Per Form ADV
Selection of other advisers
Other
View all advisors at PIPER SANDLER & CO. →
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Frequently Asked Questions

What services does Jeffrey Paul Klinefelter offer?
Jeffrey Paul Klinefelter specializes in Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Jeffrey Paul Klinefelter's credentials?
Jeffrey Paul Klinefelter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Paul Klinefelter located?
Jeffrey Paul Klinefelter is based in MINNEAPOLIS, Minnesota, working with PIPER JAFFRAY & CO.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Jeffrey Paul Klinefelter charge for services?
Jeffrey Paul Klinefelter's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PIPER JAFFRAY & CO.?
PIPER JAFFRAY & CO. has approximately 1335 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PIPER JAFFRAY & CO.

Michael Ray Dillahunt
MINNEAPOLIS, MN
Bridget Tere Larsen
MINNEAPOLIS, MN
Chad Richard Abraham
MINNEAPOLIS, MN
Jeremy Joseph Gerber
MINNEAPOLIS, MN
Andrew Scott Duff
MINNEAPOLIS, MN
Debbra Lynn Schoneman
MINNEAPOLIS, MN

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