Directory

>

Jerry Klein

avatar

Jerry Klein

Private Wealth Advisor, Managing Director | Merrill Lynch

Los Angeles, California, United States

View contact details (it's free)

Jerry Klein

Summary

Jerry Klein is a seasoned Managing Director and Private Wealth Advisor with over two decades of experience in the financial advisory sector. He began his career at Credit Suisse First Boston, transitioned to J.P. Morgan Securities, and co-founded the Jones Zafari Group at Merrill in 1999. With a strong academic background, including a Master's from UCLA and a Bachelor's from the University of Chicago, Jerry combines his educational insights with practical expertise. He has received multiple accolades, including recognition from Barron's and Forbes as one of the top financial advisors and teams. Outside of work, Jerry enjoys outdoor activities such as mountain biking and skiing, and he values family time, especially after welcoming a new baby boy in 2022. His diverse experiences in high-stakes financial environments make him a trusted advisor for high-net-worth clients.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Jerry Klein

Work Experience

company logo

Private Wealth Advisor, Managing Director at

Merrill Lynch

February 1999 - Present

Logos provided by Logo.dev

Jerry Klein

Education

Anderson School at UCLA, Master's Degree

January 1992 - January 1994

University of Chicago, Bachelor's Degree

January 1984 - January 1988

Frequently Asked Questions about Jerry Klein

What is Jerry Klein email address?

Jerry Klein's primary email address is ***********@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jerry Klein work for?

Jerry Klein is a Private Wealth Advisor, Managing Director at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Jerry Klein graduated from?

Jerry Klein holds a degree in from Anderson School at UCLA.

How can I directly contact Jerry Klein?

To contact Jerry Klein directly, you can use the email address ***********@ml.com. Complete contact information is available upon registration with Muraena.

Who is Jerry Klein?

Jerry Klein is a seasoned Managing Director and Private Wealth Advisor with over two decades of experience in the financial advisory sector. He began his career at Credit Suisse First Boston, transitioned to J.P. Morgan Securities, and co-founded the Jones Zafari Group at Merrill in 1999. With a strong academic background, including a Master's from UCLA and a Bachelor's from the University of Chicago, Jerry combines his educational insights with practical expertise. He has received multiple accolades, including recognition from Barron's and Forbes as one of the top financial advisors and teams. Outside of work, Jerry enjoys outdoor activities such as mountain biking and skiing, and he values family time, especially after welcoming a new baby boy in 2022. His diverse experiences in high-stakes financial environments make him a trusted advisor for high-net-worth clients.

Jerry`s contact details

mail

***********@ml.com

Colleagues

avatar
Nick Mccutcheon

Financial Advisor, Vice President

avatar
Nick Young Cfa

Wealth Management Advisor, Vice President

avatar
Cfp Nick Economos Cpfa Tm Crpc Tm

Wealth Management Advisor, Senior Vice President

Se-Awma™ Nick Kozak Cdfa

Wealth Management Advisor, Managing Director

avatar
Nicolas Piscitelli

Senior Financial Advisor, Vice President

avatar
Cfp Nicole Ferrell

Wealth Management Advisor, Senior Vice President

avatar
Nicole Hanna

Financial Advisor, Vice President

avatar
Cfp Rich Wilson

Financial Advisor, First Vice President

avatar
Ryan Doyle

VP, Supervision Principal

Ryan Feldman

Wealth Management Advisor, First Vice President-Wealth Management

View Contact details (it's free)
Request Profile Removal