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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-10-13
TX RA APPROVED 2022-10-13
  • CO RA
    APPROVED
    Since 2022-10-13
  • TX RA
    APPROVED
    Since 2022-10-13

Branch Locations

2764 Compass Dr Suite 233, Grand Junction, CO 81506 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 05/2016 10/2022
Raymond James Financial Services Inc Grand Junction CO 10/2022 Present
Raymond James Financial Services Advisors Grand Junction CO 10/2022 Present
Oak Crest Advisors Grand Junction CO 10/2022 Present
Hutton & Kline Wealth Mgt Grp Grand Junction MO 10/2022 10/2022
Kline Wealth Management Fruita CO 10/2022 Present
  • 05/2016 → 10/2022
    St Louis, MO
  • 10/2022 → Present
    Raymond James Financial Services Inc
    Grand Junction, CO
  • 10/2022 → Present
    Raymond James Financial Services Advisors
    Grand Junction, CO
  • 10/2022 → Present
    Oak Crest Advisors
    Grand Junction, CO
  • 10/2022 → 10/2022
    Hutton & Kline Wealth Mgt Grp
    Grand Junction, MO
  • 10/2022 → Present
    Kline Wealth Management
    Fruita, CO
Previous Registrations
  • 2016-08-19 → 2022-10-14
    Grand Junction, CO
    Fruita, CO
    St Louis, MO
Other Businesses

(1)Name of Business: Hutton & Kline Wealth Management Group Address: 340 Grand Ave, Grand Junction, CO, 81501, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/13/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advsior (2)Name of Business: Kline Wealth Management Address: 285 Vista Valley Drive, Fruita, CO, 81521, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/13/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of company (3)Name of Business: Oak Crest Advisors Address: 340 Grand Ave, Grand Junction, CO, 81501, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/13/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-29
  • S66 Uniform Combined State Law Examination
    2016-06-29
Designations
Other Names
  • Kj Kline

View on SEC IAPD

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