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Jerry Klein
Jerry Klein
Private Wealth Advisor, Managing Director | Merrill Lynch
Los Angeles, California, United States
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.
Jerry Klein
Work Experience
Private Wealth Advisor, Managing Director at
Merrill Lynch
February 1999 - Present
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
***********@ml.com
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