John Patrick Morton Klein

Employer firm

Lockshield Partners, Inc. CRD 175433

$291M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 08/2020 → 05/2021
  Plum Tree Montessori
  Plum Springs, KY
• 08/2020 → 05/2021
  Lockshield Partners Accouting Services
  Glasgow, KY
• 03/2019 → 05/2025
  Warren County Inline Hockey
  Bowling Green, KY
• 05/2022 → 07/2025
  When On The Way
  Bowling Green, KY
• 10/2025 → 02/2026
  Lockshield Partners Financial Services
  Glasgow, KY
• 02/2026 → Present
  Lockshield Partners Financial Services
  Glasgow, KY
• 08/2021 → 05/2025
  Maryville University
  St Louis, MO
• 08/2017 → 05/2021
  Bowling Green High School
  Bowling Green, KY
• 01/2016 → 08/2017
  Unemployed
  Bowling Green, KY

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-11