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Jeffrey Joel Klein

H.D. VEST ADVISORY SERVICES, INC·IRVING, Texas
Unclaimed Profile
6333 NORTH STATE HIGHWAY 161, IRVING, TX 75038CRD# 1710386Firm CRD# 104556
01

About

Jeffrey Joel Klein is a registered financial advisor based in IRVING, Texas, affiliated with H.D. VEST ADVISORY SERVICES, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
AVANTAX ADVISORY SERVICES, INC.
AVANTAX ADVISORY SERVICES
AUM
$41.7B
Regulatory assets under management
Employees
2478
Total firm employees
View all advisors at AVANTAX ADVISORY SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 1710386
Firm CRD# 104556
7 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Joel Klein offer?
Jeffrey Joel Klein specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in IRVING, Texas for a consultation.
What are Jeffrey Joel Klein's credentials?
Jeffrey Joel Klein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Joel Klein located?
Jeffrey Joel Klein is based in IRVING, Texas, working with H.D. VEST ADVISORY SERVICES, INC. Their office serves clients in the IRVING metropolitan area and surrounding communities.
How does Jeffrey Joel Klein charge for services?
Jeffrey Joel Klein's firm is compensated through percentage of aum, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is H.D. VEST ADVISORY SERVICES, INC?
H.D. VEST ADVISORY SERVICES, INC has approximately 2478 employees and manages $41.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in IRVING
Crystal Marie Clifford — AVANTAX ADVISORY SERVICES, INC.John Edward Togneri — ROCKTOP PARTNERS, LLCRosemary Kavanaugh Behan — AMERICAN BEACON ADVISORS, INC.Melinda Gay Heika — AMERICAN BEACON ADVISORS, INC.Thomas Porter Trimble — FDL ENERGY ADVISERS, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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