Jared Bernard Kline

Employer firm

Kellett Wealth Advisors, LLC CRD 287571

$344M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1995 → 08/2019
  Procter & Gamble
  Cincinnati, OH
• 08/2019 → Present
  Kellett Schaffner Wealth Advisors, Llc
  Cincinnati, OH

Other Businesses

Modeira City School; Not investment related; 7465 Loannes Dr, Cincinnati OH, 45243; Basketball Coach; Started 01/2017; 10 hours per month ; no time during securities trading hours; Coach Modeira City School girl basketball team. Rental Real Estate, LLC; not investment related; 6032 Cherokee Dr, Cincinnati, OH 45243; rental property and management, tenant management, bookkeeping; partner; Started business in 2006; 2 hours per month; 1 hour during securities trading hours; manage rental properties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-06