portrait of Jeffrey A Kline

About Jeffrey

As an Edward Jones financial advisor, I believe it's important to invest my time in gaining an understanding of your personal and financial goals prior to investing your hard-earned money. By doing so, I can help determine the most appropriate strategy for you and your family. I can also help you set long-term goals for retirement, so you have a variety of options when the time is right for you.

I began my Edward Jones career as a financial advisor in 2004 and became a limited partner in 2010. I have been honored with various Edward Jones awards from 2005 to...

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesMarch 2004 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Eastern Illinois UniversityBachelor of Science

Personal Interests

  • Hiking
  • Personal Fitness
  • Spending Time with Family
  • Traveling
  • Golfing

Team Members

  • Kim Tilling
    Sr. Branch Office Administrator
  • Brady DeSimone
    Branch Office Administrator

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