John Kline

John Kline Email and Phone Number

Executive Vice President - Wealth Management at Janney Montgomery Scott @ Janney Montgomery Scott
philadelphia, pennsylvania, united states
John Kline's Location
Raleigh, North Carolina, United States, United States
John Kline's Contact Details

John Kline personal email

n/a
About John Kline

I joined Janney Montgomery Scott LLC in 2013, and serve as Executive Vice President/Wealth Management.My team’s process, service commitment and client satisfaction led me to being selected to the Barron’s Top 1000 advisors in 2008. The Kline Wealth Management Group was also selected as one of the National Association of Board Certified Advisory Practices (NABCAP) 2012 Premier Advisor’s. I have served the needs of prosperous families for more than 20 years. For my entire career, I have worked diligently to build a wealth management practice that delivers on the critical disciplines necessary to aim to preserve and protect wealth. Of utmost importance to us is our “discovery process” that helps us learn the specific needs of each of our clients.Graduated from Ithaca College with a B.A. degree in Business Management and Finance. While attending Ithaca I was a pitcher for the baseball team and still enjoy sports with an occasional round of golf.My wife, daughter’s, son and I reside in Raleigh. My family and I are active members of the Hope Community Church and share our gifts with many local charities including the Durham Rescue Mission, Duke Children’s Hospital and Triangle Family Services.For more information about Janney, please see Janney’s Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

John Kline's Current Company Details
Janney Montgomery Scott

Janney Montgomery Scott

View
Executive Vice President - Wealth Management at Janney Montgomery Scott
philadelphia, pennsylvania, united states
Website:
janney.com
Employees:
2171
John Kline Work Experience Details
  • Janney Montgomery Scott
    Executive Vice President - Wealth Management, Financial Advisor
    Janney Montgomery Scott Feb 2013 - Present
  • Ubs Financial Services
    Senior Vice President- Investments
    Ubs Financial Services Aug 2004 - Feb 2013

John Kline Skills

Wealth Management Asset Allocation Mutual Funds Retirement Planning Securities Investment Strategies Portfolio Management Investment Advisory Alternative Investments Asset Management Strategic Financial Planning Series 7 Series 63 Hedge Funds

John Kline Education Details

Frequently Asked Questions about John Kline

What company does John Kline work for?

John Kline works for Janney Montgomery Scott

What is John Kline's role at the current company?

John Kline's current role is Executive Vice President - Wealth Management at Janney Montgomery Scott.

What is John Kline's email address?

John Kline's email address is jo****@****ubs.com

What is John Kline's direct phone number?

John Kline's direct phone number is +191978*****

What schools did John Kline attend?

John Kline attended Ithaca College.

What are some of John Kline's interests?

John Kline has interest in Golf.

What skills is John Kline known for?

John Kline has skills like Wealth Management, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Investment Strategies, Portfolio Management, Investment Advisory, Alternative Investments, Asset Management, Strategic Financial Planning, Series 7.

Who are John Kline's colleagues?

John Kline's colleagues are Frank Souza, Greg Nappo Cfp®, Nehrbas Wealth Management, Patty Gooding, Jeramy May, Samer Alnaham, Louis Lograsso.

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