Jackie Kleinman has held the title Member at KB Financial Advisors since February 2002, is a control person of the firm and directly owns 75% or more of it.
KB Financial Advisors LLC is a San Francisco, CA firm with $115M under management, 136 clients and 3 advisers across 3 offices, as of its February 2026 filing.
Jackie Kleinman is principal of KB Financial Advisors, which she founded in 2002. She started her career in financial planning in 1996 at an insurance and brokerage firm. In 2002 she opened KB Financial Advisors to assist clients in growing their wealth, combining investment advice, taxes and each individual's priorities and goals.
- KB Financial Advisors LLCCurrent– present · 10 yearsSan Francisco, CA · Adviser representative · Firm CRD 134374
Professional designations
Listed by KB Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jackie Kleinman is registered as an investment adviser representative in 2 states. The first approvals date from December 2015; the most recent is New York, in April 2021.
- CaliforniaSince 23 December 2015
- New YorkSince 20 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 26 April 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 20 December 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 December 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 December 1996 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jackie Lynn Kleinman
- CRD
- 2825879
- Firm
- KB Financial Advisors · CRD 134374
- Role
- Member
- Office
- 595 MARKET STREET, SUITE 1023, San Francisco, CA 94105
- Registration
- Investment adviser registration
- In the industry since
- December 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kbfinancialadvisors.com
Where does Jackie Kleinman work?
Jackie Kleinman has held the title Member at KB Financial Advisors LLC since February 2002, and is a control person of the firm.
Is Jackie Kleinman a financial advisor?
Yes. Jackie Kleinman has a current investment-adviser registration in California and New York, through KB Financial Advisors since December 2015.
How many years of experience does Jackie Kleinman have?
Jackie Kleinman has 10 years in the financial industry, since December 2015, across 1 adviser firm.
What exams has Jackie Kleinman passed?
Jackie Kleinman has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 7. The earliest, the Series 63, was passed in December 1996.
Where is Jackie Kleinman based?
Jackie Kleinman’s registered office is in San Francisco, CA.
Is Jackie Kleinman registered with FINRA?
No. Jackie Kleinman has no current broker registration.
Is Jackie Kleinman a CFP?
KB Financial Advisors lists Jackie Kleinman with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jackie Kleinman’s record?
Search CRD 2825879 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jackie Kleinman’s full registration record.
