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Jacqueline Laura Klauberg

Farther

San Francisco, CA

Naples, FL

CRD 6677322

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Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-24
CT RA APPROVED 2024-04-01
  • FL RA
    APPROVED
    Since 2024-09-24
  • CT RA
    APPROVED
    Since 2024-04-01

Branch Locations

345 California Street Suite 600, San Francisco, CA 94104 • United States

Naples, FL • 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
Morgan Stanley (Wm) New York NY 08/2016 07/2017
Morgan Stanley (Pwm) New York NY 08/2017 12/2021
Morgan Stanley (Wm) New York NY 01/2022 02/2024
Farther Finance Advisors Naples FL 03/2024 Present
  • 08/2016 → 07/2017
    Morgan Stanley (Wm)
    New York, NY
  • 08/2017 → 12/2021
    Morgan Stanley (Pwm)
    New York, NY
  • 01/2022 → 02/2024
    Morgan Stanley (Wm)
    New York, NY
  • 03/2024 → Present
    Farther Finance Advisors
    Naples, FL
Previous Registrations
  • 2017-01-30 → 2024-02-27
    Morgan Stanley
    New York, NY
    New York, NY
    Greenwich, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-30
  • S66 Uniform Combined State Law Examination
    2017-01-30
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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