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Jeffrey Ryan Kline

STONEBRIDGE FINANCIAL GROUP, LLC·WORMLEYSBURG, Pennsylvania
Clean recordSTONEBRIDGE FINANCIAL GROUP, LLC
602 NORTH FRONT STREET, WORMLEYSBURG, PA 17043CRD# 5369961Firm CRD# 327529

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Ryan Kline · WORMLEYSBURG, PA
Registration
CRD #5369961 · STONEBRIDGE FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Ryan Kline is a registered financial advisor based in WORMLEYSBURG, Pennsylvania, affiliated with STONEBRIDGE FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STONEBRIDGE FINANCIAL GROUP, LLC
STONEBRIDGE FINANCIAL GROUP, LLC
AUM
$1.6B
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at STONEBRIDGE FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5369961
Firm CRD# 327529
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Ryan Kline offer?
Jeffrey Ryan Kline specializes in Financial Planning, Investment Management. Contact their office in WORMLEYSBURG, Pennsylvania for a consultation.
What are Jeffrey Ryan Kline's credentials?
Jeffrey Ryan Kline is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Ryan Kline located?
Jeffrey Ryan Kline is based in WORMLEYSBURG, Pennsylvania, working with STONEBRIDGE FINANCIAL GROUP, LLC. Their office serves clients in the WORMLEYSBURG metropolitan area and surrounding communities.
How does Jeffrey Ryan Kline charge for services?
Jeffrey Ryan Kline's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONEBRIDGE FINANCIAL GROUP, LLC?
STONEBRIDGE FINANCIAL GROUP, LLC has approximately 26 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 STONEBRIDGE FINANCIAL GROUP, LLC

Cody Gehman
WORMLEYSBURG, PA
Bradley Joel Sanders
WORMLEYSBURG, PA
Kristopher Joseph Korzi
WORMLEYSBURG, PA
Brian Douglas Mccarver
WORMLEYSBURG, PA
Jonathan Scott Freeman
WORMLEYSBURG, PA

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Research
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