Jonathan Robert Klassen

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2006 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

KLASSEN ENTERPRISES COMMERCIAL PRINTING CLAREMORE, OK 3/3/2008 VICE PRESIDENT **** CLAREMORE, OKLAHOMA PROPERTY #4 Type of business: BUSINESS PROPERTY CLAREMORE, OK Start date: 8/9/2013 CO-TRUSTEE Hours per week: 0 Hours during trading: 0 PHYSICAL LOCATION FOR THE PRINT SHOP, OUR FAMILY'S BUSINESS (UNDER CORPORATE NAME KLASSEN ENTERPRISES). **** "LION OIL TRADING & TRANSPORTATION Type: Date: 06/23/14 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Inherited Oil Royalties City-State: OUACHITA AR"

Exams

• S66 Uniform Combined State Law Examination
  2024-11-14
• S63 Uniform Securities Agent State Law Examination
  2006-06-08

Other Names

• Jonathan Klassen