Unclaimed Profile

Jeffrey Ryan Kline

STONEBRIDGE FINANCIAL GROUP, LLC·WORMLEYSBURG, Pennsylvania

SIE, Series 7, Series 31, Series 66Clean record18 years registeredSTONEBRIDGE 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 · 18 years registered

Brand Profile

Not yet started

Career History

STONEBRIDGE FINANCIAL GROUP, LLC

Jan 2024 – present

TRIAD HYBRID SOLUTIONS

Nov 2018 – Dec 2023

Wormleysburg, PA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Mar 2013 – Nov 2018

WORMLEYSBURG, PA

WELLS FARGO ADVISORS, LLC

Aug 2007 – Mar 2013

LEMOYNE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · August 23, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STONEBRIDGE FINANCIAL GROUP, LLC

CRD 327529 · SEC 801-129034

AUM

$1.6B

Regulatory assets under management

Employees

3,697 client accounts

Services offered by STONEBRIDGE FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STONEBRIDGE FINANCIAL GROUP, LLC →

Introduction

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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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